ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Return
14.6%
This Quarter Return
-0.69%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$229M
AUM Growth
+$2.6M
(+1.1%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
28.05%
Holding
265
New
23
Increased
66
Reduced
50
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$3.11M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.04M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$800K |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$376K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$254K |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.12M |
| 2 |
Valero Energy
VLO
|
$457K |
| 3 |
Cardinal Health
CAH
|
$327K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$300K |
| 5 |
Invesco Large Cap Growth ETF
PWB
|
$207K |
Sector Composition
| 1 | Financials | 14.71% |
| 2 | Industrials | 11.14% |
| 3 | Energy | 10.93% |
| 4 | Healthcare | 8.24% |
| 5 | Technology | 8.13% |
