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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 | |
|---|---|---|---|---|---|---|
126
CME Group
CME
$89B
| $1.04M | 0.16% |
3,771
+52
| +1% | +$14.1K |
|
127
Masco
MAS
$16.2B
| $1.03M | 0.15% |
16,079
+648
| +4% | +$40.8K |
|
128
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
| $1.01M | 0.15% |
18,225
+2,122
| +13% | +$109K |
|
129
ASML
ASML
$686B
| $996K | 0.15% |
1,243
-37
| -3% | -$26.6K |
|
130
Schwab US Broad Market ETF
SCHB
$43.4B
| $949K | 0.14% |
39,842
-1,400
| -3% | -$30.8K |
|
|
MYMF
131
State Street My2026 Municipal Bond ETF
MYMF
$8.7M
| $937K | 0.14% |
37,678
+5,928
| +19% | +$147K |
|
132
Autodesk
ADSK
$45.8B
| $931K | 0.14% |
3,008
+440
| +17% | +$125K |
|
133
Nike
NKE
$66B
| $900K | 0.13% |
12,665
-13
| -0.1% | -$780 |
|
134
Linde
LIN
$241B
| $880K | 0.13% |
1,876
-16
| -0.8% | -$7.3K |
|
135
iShares National Muni Bond ETF
MUB
$45.5B
| $870K | 0.13% |
8,324
-70
| -0.8% | -$7.28K |
|
|
MYMG
136
State Street My2027 Municipal Bond ETF
MYMG
$8.62M
| $861K | 0.13% |
34,988
+5,038
| +17% | +$123K |
|
137
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
| $838K | 0.13% |
44,830
-172
| -0.4% | -$3.19K |
|
138
Fidelity MSCI Materials Index ETF
FMAT
$589M
| $825K | 0.12% |
16,543
-563
| -3% | -$27K |
|
139
Oracle
ORCL
$358B
| $821K | 0.12% |
3,756
| – | – |
|
140
Vanguard Small-Cap ETF
VB
$80.2B
| $814K | 0.12% |
3,436
| – | – |
|
141
iShares Global Clean Energy ETF
ICLN
$2.48B
| $802K | 0.12% |
61,183
+9,001
| +17% | +$110K |
|
142
Pfizer
PFE
$143B
| $802K | 0.12% |
33,079
-1,283
| -4% | -$29.9K |
|
143
Coca-Cola
KO
$365B
| $801K | 0.12% |
11,327
-2,220
| -16% | -$158K |
|
144
Vanguard Energy ETF
VDE
$9.64B
| $781K | 0.12% |
6,557
+1,320
| +25% | +$154K |
|
145
NextEra Energy
NEE
$186B
| $775K | 0.12% |
11,170
+99
| +0.9% | +$6.88K |
|
|
MYMJ
146
State Street My2030 Municipal Bond ETF
MYMJ
$12.4M
| $775K | 0.12% |
31,663
+9,023
| +40% | +$219K |
|
147
Canadian National Railway
CNI
$77.8B
| $732K | 0.11% |
7,038
-11
| -0.2% | -$1.12K |
|
|
MYMH
148
State Street My2028 Municipal Bond ETF
MYMH
$7.36M
| $688K | 0.1% |
28,138
+10,489
| +59% | +$255K |
|
149
GE Aerospace
GE
$361B
| $673K | 0.1% |
2,613
| – | – |
|
|
SCHW
150
Charles Schwab
SCHW
$179B
| $672K | 0.1% |
7,365
+625
| +9% | +$52.3K |
|
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