ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.22M
3
+$1.69M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.33M

Top Sells

1
+$2.74M
2
+$2.58M
3
+$2.07M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.03M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.37M

Sector Composition

1 Financials 15.81%
2 Industrials 10.74%
3 Healthcare 8.93%
4 Energy 8.67%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+78
252
$3K ﹤0.01%
+26
253
$3K ﹤0.01%
+54
254
$3K ﹤0.01%
+49
255
$3K ﹤0.01%
+52
256
$3K ﹤0.01%
+178
257
$3K ﹤0.01%
+58
258
$3K ﹤0.01%
52
+50
259
$3K ﹤0.01%
+53
260
$3K ﹤0.01%
+88
261
$3K ﹤0.01%
+86
262
$2K ﹤0.01%
+20
263
$2K ﹤0.01%
+452
264
$2K ﹤0.01%
+56
265
$2K ﹤0.01%
+26
266
$2K ﹤0.01%
+14
267
$2K ﹤0.01%
+18
268
$2K ﹤0.01%
+2
269
$2K ﹤0.01%
+51
270
$2K ﹤0.01%
+141
271
$2K ﹤0.01%
+42
272
$2K ﹤0.01%
+16
273
$2K ﹤0.01%
21
-65
274
$2K ﹤0.01%
+40
275
$2K ﹤0.01%
+16
9 10
11
12 13