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
326
$1K ﹤0.01%
+16
327
$1K ﹤0.01%
+35
328
$1K ﹤0.01%
+256
329
$1K ﹤0.01%
+117
330
$1K ﹤0.01%
+20
331
$1K ﹤0.01%
+16
332
$1K ﹤0.01%
+27
333
$1K ﹤0.01%
24
+8
334
$1K ﹤0.01%
+17
335
$1K ﹤0.01%
+15
336
$1K ﹤0.01%
+40
337
$1K ﹤0.01%
+18
338
$1K ﹤0.01%
+16
339
$1K ﹤0.01%
+28
340
$1K ﹤0.01%
+17
341
$1K ﹤0.01%
+66
342
$1K ﹤0.01%
+12
343
$1K ﹤0.01%
+19
344
$1K ﹤0.01%
+19
345
$1K ﹤0.01%
+31
346
$1K ﹤0.01%
+13
347
$1K ﹤0.01%
30
348
$1K ﹤0.01%
+6
349
$1K ﹤0.01%
+12
350
$1K ﹤0.01%
+35
12 13
14
15 16