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
$239M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.14M
3
+$1.66M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.43M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.29M

Top Sells

1
+$2.68M
2
+$2.58M
3
+$2.55M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.97M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.31M

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%
+141
277
$2K ﹤0.01%
+42
278
$2K ﹤0.01%
+16
279
$2K ﹤0.01%
21
-65
280
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+16
281
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+27
282
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+26
283
$2K ﹤0.01%
+48
284
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+32
285
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+20
286
$2K ﹤0.01%
+29
287
$2K ﹤0.01%
+60
288
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+16
289
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+31
290
$2K ﹤0.01%
+20
291
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+31
292
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+23
293
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294
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+149
295
$2K ﹤0.01%
+65
296
$2K ﹤0.01%
+19
297
$2K ﹤0.01%
+232
298
$2K ﹤0.01%
+65
299
$2K ﹤0.01%
+28
300
$2K ﹤0.01%
+66
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