ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.6M
3
+$2.48M
4
TMUS icon
T-Mobile US
TMUS
+$2.34M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.2M

Top Sells

1
+$4.81M
2
+$4.26M
3
+$3.33M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.27M
5
MTVA
MetaVia Inc
MTVA
+$2.17M

Sector Composition

1 Financials 15.1%
2 Healthcare 10.84%
3 Communication Services 7.66%
4 Technology 7.27%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
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