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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
MYCM
101
State Street My2033 Corporate Bond ETF
MYCM
$8.56M
$1.63M 0.24%
66,095
+24,101
+57% +$583K
SCHA icon
102
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$1.61M 0.24%
63,477
-8,172
-11% -$193K
XSOE icon
103
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.08B
$1.58M 0.24%
45,901
+1,891
+4% +$60.6K
AMAT icon
104
Applied Materials
AMAT
$450B
$1.52M 0.23%
8,295
-80
-1% -$12.7K
ICE icon
105
Intercontinental Exchange
ICE
$80B
$1.49M 0.22%
8,132
+1,797
+28% +$309K
MYCL
106
State Street My2032 Corporate Bond ETF
MYCL
$9.8M
$1.47M 0.22%
59,411
+22,991
+63% +$557K
BSCU icon
107
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.63B
$1.43M 0.21%
85,197
-75,053
-47% -$1.24M
MYCK
108
State Street My2031 Corporate Bond ETF
MYCK
$18.5M
$1.36M 0.2%
54,542
+25,307
+87% +$619K
XLY icon
109
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$1.33M 0.2%
12,260
-334
-3% -$34.2K
SPGI icon
110
S&P Global
SPGI
$134B
$1.33M 0.2%
2,516
-84
-3% -$41.9K
LLY icon
111
Eli Lilly
LLY
$1.05T
$1.33M 0.2%
1,702
-105
-6% -$81.6K
XLI icon
112
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$1.32M 0.2%
8,979
-30
-0.3% -$4.09K
CLX icon
113
Clorox
CLX
$11.9B
$1.31M 0.19%
10,871
+1,095
+11% +$146K
GSK icon
114
GSK
GSK
$105B
$1.29M 0.19%
33,503
+23,619
+239% +$903K
QCRH icon
115
QCR Holdings
QCRH
$1.64B
$1.24M 0.18%
18,250
– –
SUB icon
116
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.22M 0.18%
11,487
+92
+0.8% +$9.72K
DPZ icon
117
Domino's
DPZ
$10.8B
$1.21M 0.18%
2,682
-24
-0.9% -$11.3K
IBTO icon
118
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$475M
$1.2M 0.18%
49,151
– –
IBDQ
119
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$1.19M 0.18%
47,115
-12,722
-21% -$320K
XTRE icon
120
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
$1.14M 0.17%
22,875
+4,398
+24% +$218K
UL icon
121
Unilever
UL
$135B
$1.14M 0.17%
16,523
+1,443
+10% +$101K
UNP icon
122
Union Pacific
UNP
$177B
$1.13M 0.17%
4,892
-72
-1% -$16K
WDAY icon
123
Workday
WDAY
$35.9B
$1.08M 0.16%
4,516
+259
+6% +$63.1K
DGRE icon
124
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$142M
$1.07M 0.16%
38,909
+3,206
+9% +$82.6K
FSTA icon
125
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$1.05M 0.16%
20,562
-415
-2% -$21.2K
3 4
5
6 7

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