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
101
$1.21M 0.25%
48,742
-1,676
102
$1.2M 0.25%
28,943
-116
103
$1.17M 0.24%
17,120
104
$1.16M 0.24%
3,289
105
$1.12M 0.23%
30,000
106
$1.11M 0.23%
9,545
-181
107
$1.11M 0.23%
3,708
+40
108
$1.1M 0.23%
2,777
-45
109
$1.09M 0.23%
42,954
-210
110
$1.07M 0.22%
50,069
+21,677
111
$1.02M 0.21%
38,859
-115
112
$996K 0.21%
18,892
+2,515
113
$995K 0.21%
22,491
-326
114
$914K 0.19%
12,088
-368
115
$910K 0.19%
41,783
+107
116
$903K 0.19%
18,361
+12,802
117
$862K 0.18%
18,250
118
$855K 0.18%
3,750
+593
119
$823K 0.17%
38,966
-1,940
120
$795K 0.16%
30,171
+26
121
$755K 0.16%
2,142
122
$682K 0.14%
+1,855
123
$681K 0.14%
13,477
-45,447
124
$678K 0.14%
9,663
-460
125
$655K 0.14%
24,525
+565
3 4
5
6 7