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
$615M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.61M
3
+$1.71M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$1.19M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$972K

Top Sells

1
+$2.2M
2
+$1.4M
3
+$1.14M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$556K

Sector Composition

1 Technology 16.7%
2 Financials 8.64%
3 Healthcare 6.7%
4 Consumer Discretionary 6.7%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.25%
2,060
+200
102
$1.46M 0.24%
29,449
+10,571
103
$1.45M 0.24%
7,895
-361
104
$1.4M 0.23%
11,077
-239
105
$1.39M 0.23%
1,435
+7
106
$1.36M 0.22%
62,747
-165
107
$1.32M 0.21%
57,390
-950
108
$1.32M 0.21%
5,362
+123
109
$1.32M 0.21%
80,434
+59,326
110
$1.26M 0.21%
11,576
-351
111
$1.24M 0.2%
49,780
+7,347
112
$1.21M 0.2%
2,837
-39
113
$1.21M 0.2%
35,121
+8,514
114
$1.19M 0.19%
+49,151
115
$1.19M 0.19%
15,043
+50
116
$1.15M 0.19%
19,052
-2,900
117
$1.14M 0.19%
2,028
+50
118
$1.11M 0.18%
18,250
119
$1.06M 0.17%
17,405
-150
120
$1.06M 0.17%
15,364
+240
121
$1.05M 0.17%
22,092
-125
122
$1.03M 0.17%
3,776
+15
123
$1.02M 0.17%
43,620
124
$1M 0.16%
19,835
+11,040
125
$1M 0.16%
49,230
+3,483
3 4
5
6 7