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
276
$2K ﹤0.01%
+104
277
$2K ﹤0.01%
+16
278
$2K ﹤0.01%
+31
279
$2K ﹤0.01%
+28
280
$2K ﹤0.01%
+66
281
$2K ﹤0.01%
+27
282
$2K ﹤0.01%
+15
283
$2K ﹤0.01%
+25
284
$2K ﹤0.01%
+27
285
$2K ﹤0.01%
+54
286
$2K ﹤0.01%
+15
287
$2K ﹤0.01%
+47
288
$2K ﹤0.01%
+20
289
$2K ﹤0.01%
+452
290
$2K ﹤0.01%
+56
291
$2K ﹤0.01%
+26
292
$2K ﹤0.01%
+14
293
$2K ﹤0.01%
+18
294
$2K ﹤0.01%
+2
295
$2K ﹤0.01%
+51
296
$2K ﹤0.01%
+141
297
$2K ﹤0.01%
+42
298
$2K ﹤0.01%
+20
299
$2K ﹤0.01%
+31
300
$2K ﹤0.01%
+23
10 11
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