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ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
+9.03%
1 Year Est. Return
+14.6%
3 Year Est. Return
+57.79%
5 Year Est. Return
+93.67%
10 Year Est. Return
+232.74%
AUM
$670M
AUM Growth
+$53.3M
Cap. Flow
+$5.29M
Cap. Flow %
0.79%
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6

Top Buys

1
BBBS icon
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
+$2.33M
2
MYCJ
State Street My2030 Corporate Bond ETF
MYCJ
+$2.16M
3
MYCF
State Street My2026 Corporate Bond ETF
MYCF
+$1.98M
4
MYCG
State Street My2027 Corporate Bond ETF
MYCG
+$1.86M
5
MYCI
State Street My2029 Corporate Bond ETF
MYCI
+$1.56M

Top Sells

1
GWRE icon
Guidewire Software
GWRE
+$2.93M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.24M
3
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$2M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$1.24M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$968K

Sector Composition

1 Technology 15.58%
2 Financials 8.38%
3 Healthcare 5.77%
4 Consumer Discretionary 5.75%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
51
Kenvue
KVUE
$36.4B
$3.92M 0.59%
187,366
-5,486
-3% -$125K
XLK icon
52
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.82M 0.57%
30,202
-712
-2% -$79K
JNJ icon
53
Johnson & Johnson
JNJ
$601B
$3.78M 0.56%
24,725
+3,331
+16% +$512K
SCHX icon
54
Schwab US Large- Cap ETF
SCHX
$72.5B
$3.71M 0.55%
151,666
-16,922
-10% -$383K
SBUX icon
55
Starbucks
SBUX
$123B
$3.69M 0.55%
40,253
-1,213
-3% -$105K
ADBE icon
56
Adobe
ADBE
$90.9B
$3.6M 0.54%
9,294
+1,928
+26% +$743K
MDT icon
57
Medtronic
MDT
$107B
$3.58M 0.53%
41,026
+1,658
+4% +$141K
IHDG icon
58
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$3.5M 0.52%
77,675
+9,942
+15% +$435K
XOM icon
59
ExxonMobil
XOM
$607B
$3.49M 0.52%
32,350
-514
-2% -$54.9K
BSCX icon
60
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$3.42M 0.51%
161,506
-4,444
-3% -$92.5K
MYCN
61
State Street My2034 Corporate Bond ETF
MYCN
$8.51M
$3.41M 0.51%
138,616
+44,334
+47% +$1.07M
MYCJ
62
State Street My2030 Corporate Bond ETF
MYCJ
$43M
$3.38M 0.5%
135,739
+87,976
+184% +$2.16M
MCD icon
63
McDonald's
MCD
$193B
$3.29M 0.49%
11,245
+163
+1% +$50.3K
FHLC icon
64
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$3.17M 0.47%
49,599
-1,495
-3% -$95.2K
BSCV icon
65
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$3.12M 0.47%
188,958
-5,022
-3% -$81.8K
GD icon
66
General Dynamics
GD
$99.3B
$3.07M 0.46%
10,528
-302
-3% -$83.1K
LMT icon
67
Lockheed Martin
LMT
$119B
$3.06M 0.46%
6,610
+5
+0.1% +$2.34K
BSCW icon
68
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.49B
$3.06M 0.46%
148,401
-3,419
-2% -$69.3K
XTWO icon
69
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$184M
$2.86M 0.43%
57,821
-3,798
-6% -$187K
USB icon
70
US Bancorp
USB
$99.4B
$2.78M 0.41%
61,329
-14,227
-19% -$598K
DDLS icon
71
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$433M
$2.76M 0.41%
69,995
+4,018
+6% +$150K
LRCX icon
72
Lam Research
LRCX
$401B
$2.68M 0.4%
27,541
-955
-3% -$75.7K
FDIS icon
73
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.71B
$2.67M 0.4%
28,357
-721
-2% -$63.5K
MYCG
74
State Street My2027 Corporate Bond ETF
MYCG
$36.2M
$2.6M 0.39%
104,012
+74,954
+258% +$1.86M
MYCF
75
State Street My2026 Corporate Bond ETF
MYCF
$46.3M
$2.56M 0.38%
101,977
+79,295
+350% +$1.98M
1 2
3
4 5

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