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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
(+8.7%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
76
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $2.55M | 0.38% |
90,793
-11,286
| -11% | -$298K |
|
77
Bristol-Myers Squibb
BMY
$124B
| $2.54M | 0.38% |
54,893
+220
| +0.4% | +$10.8K |
|
78
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$774M
| $2.53M | 0.38% |
50,949
-4,973
| -9% | -$246K |
|
79
Vanguard Total Stock Market ETF
VTI
$664B
| $2.47M | 0.37% |
8,120
-1,062
| -12% | -$299K |
|
80
Microchip Technology
MCHP
$44.4B
| $2.45M | 0.37% |
34,857
-2,079
| -6% | -$114K |
|
81
PepsiCo
PEP
$190B
| $2.44M | 0.36% |
18,502
-1,929
| -9% | -$260K |
|
82
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
| $2.37M | 0.35% |
31,955
-916
| -3% | -$63.5K |
|
83
Fidelity MSCI Industrials Index ETF
FIDU
$2.31B
| $2.34M | 0.35% |
30,156
-769
| -2% | -$55K |
|
84
Lowe's Companies
LOW
$121B
| $2.33M | 0.35% |
10,521
-81
| -0.8% | -$18.1K |
|
85
Moody's
MCO
$90.7B
| $2.28M | 0.34% |
4,548
-194
| -4% | -$89.9K |
|
86
Bank of America
BAC
$432B
| $2.28M | 0.34% |
48,105
-3,424
| -7% | -$144K |
|
87
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$211M
| $2.16M | 0.32% |
36,344
+8,112
| +29% | +$438K |
|
88
Equifax
EFX
$21.4B
| $2.04M | 0.3% |
7,857
-74
| -0.9% | -$18.8K |
|
89
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $2.04M | 0.3% |
41,177
-1,067
| -3% | -$49.5K |
|
90
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $2M | 0.3% |
30,879
-2,075
| -6% | -$121K |
|
91
Ecolab
ECL
$77.6B
| $1.95M | 0.29% |
7,224
+150
| +2% | +$38.1K |
|
92
Zimmer Biomet
ZBH
$18.1B
| $1.94M | 0.29% |
21,301
-6,161
| -22% | -$596K |
|
93
Accenture
ACN
$88.5B
| $1.94M | 0.29% |
6,474
-159
| -2% | -$48.4K |
|
94
Fortinet
FTNT
$118B
| $1.86M | 0.28% |
17,588
+968
| +6% | +$97.7K |
|
95
Alphabet (Google) Class C
GOOG
$4.32T
| $1.84M | 0.27% |
10,361
-115
| -1% | -$19K |
|
96
Roper Technologies
ROP
$36.8B
| $1.77M | 0.26% |
3,122
+163
| +6% | +$92.1K |
|
97
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| $1.74M | 0.26% |
2,821
-165
| -6% | -$94.3K |
|
|
BSCP
98
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $1.74M | 0.26% |
84,095
-46,797
| -36% | -$968K |
|
99
Valero Energy
VLO
$89.2B
| $1.72M | 0.26% |
12,775
-60
| -0.5% | -$7.48K |
|
100
iShares Core S&P 500 ETF
IVV
$891B
| $1.67M | 0.25% |
2,693
-299
| -10% | -$172K |
|
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