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
$483M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$926K
3
+$908K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$875K
5
AMZN icon
Amazon
AMZN
+$860K

Top Sells

1
+$2.51M
2
+$2.3M
3
+$751K
4
AMAT icon
Applied Materials
AMAT
+$532K
5
SYK icon
Stryker
SYK
+$258K

Sector Composition

1 Technology 13.68%
2 Healthcare 9.5%
3 Financials 9.34%
4 Consumer Discretionary 6.13%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.53M 0.73%
110,337
+14,912
52
$3.39M 0.7%
17,912
+1,449
53
$3.23M 0.67%
52,751
54
$3.21M 0.66%
24,654
+3,783
55
$3.03M 0.63%
39,850
-1,492
56
$2.93M 0.61%
38,382
-273
57
$2.75M 0.57%
20,735
-938
58
$2.7M 0.56%
9,780
-215
59
$2.59M 0.54%
46,764
+570
60
$2.53M 0.52%
11,283
-676
61
$2.53M 0.52%
14,623
+105
62
$2.46M 0.51%
91,360
-3,196
63
$2.46M 0.51%
13,557
+1,243
64
$2.44M 0.51%
11,804
-344
65
$2.38M 0.49%
115,224
+42,291
66
$2.33M 0.48%
47,711
-4,613
67
$2.33M 0.48%
5,866
-289
68
$2.33M 0.48%
15,007
-39
69
$2.3M 0.48%
12,897
+639
70
$2.24M 0.46%
19,628
+1,386
71
$2.22M 0.46%
45,075
-86
72
$2.21M 0.46%
47,367
+854
73
$2.15M 0.45%
38,566
+68
74
$2.14M 0.44%
41,053
-421
75
$2.13M 0.44%
33,910
+1,560
1 2
3
4 5