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
326
$1K ﹤0.01%
+117
327
$1K ﹤0.01%
+20
328
$1K ﹤0.01%
+16
329
$1K ﹤0.01%
+27
330
$1K ﹤0.01%
24
+8
331
$1K ﹤0.01%
+17
332
$1K ﹤0.01%
+15
333
$1K ﹤0.01%
+40
334
$1K ﹤0.01%
+18
335
$1K ﹤0.01%
+16
336
$1K ﹤0.01%
+28
337
$1K ﹤0.01%
+17
338
$1K ﹤0.01%
+66
339
$1K ﹤0.01%
+12
340
$1K ﹤0.01%
+14
341
$1K ﹤0.01%
+23
342
$1K ﹤0.01%
+4
343
$1K ﹤0.01%
+18
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