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
$205M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.29M
3
+$1.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.26M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$787K

Top Sells

1
+$3.1M
2
+$2.96M
3
+$2.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.66M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.64M

Sector Composition

1 Financials 15.43%
2 Industrials 12.17%
3 Energy 9.18%
4 Healthcare 8.14%
5 Technology 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.02%
1,527
102
$33K 0.02%
370
-18,361
103
$32K 0.02%
640
104
$32K 0.02%
1,001
+930
105
$30K 0.01%
800
-78,989
106
$30K 0.01%
290
107
$29K 0.01%
600
108
$29K 0.01%
1,150
109
$28K 0.01%
205
-168
110
$26K 0.01%
538
-350
111
$26K 0.01%
1,006
112
$25K 0.01%
1,137
113
$24K 0.01%
400
114
$23K 0.01%
600
115
$22K 0.01%
206
116
$21K 0.01%
1,000
117
$20K 0.01%
360
-820
118
$20K 0.01%
650
119
$19K 0.01%
320
120
$19K 0.01%
450
-80
121
$18K 0.01%
350
+259
122
$17K 0.01%
647
123
$17K 0.01%
200
124
$17K 0.01%
+1,250
125
$17K 0.01%
200
3 4
5
6 7