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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
Cap. Flow
+$5.29M
Cap. Flow %
0.79%
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6

Top Buys

1
BBBS icon
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
+$2.33M
2
MYCJ
State Street My2030 Corporate Bond ETF
MYCJ
+$2.16M
3
MYCF
State Street My2026 Corporate Bond ETF
MYCF
+$1.98M
4
MYCG
State Street My2027 Corporate Bond ETF
MYCG
+$1.86M
5
MYCI
State Street My2029 Corporate Bond ETF
MYCI
+$1.56M

Top Sells

1
GWRE icon
Guidewire Software
GWRE
+$2.93M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.24M
3
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$2M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$1.24M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$968K

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
VTEB icon
151
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$670K 0.1%
13,669
-4,292
-24% -$210K
BSCS icon
152
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$662K 0.1%
32,321
-118
-0.4% -$2.4K
AVGO icon
153
Broadcom
AVGO
$1.78T
$612K 0.09%
2,219
-20
-0.9% -$4.34K
IBMN
154
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$608K 0.09%
22,710
– –
MMM icon
155
3M
MMM
$84.4B
$591K 0.09%
3,881
-140
-3% -$20K
WMT icon
156
Walmart Inc
WMT
$915B
$590K 0.09%
6,034
+174
+3% +$16.6K
MYMI
157
State Street My2029 Municipal Bond ETF
MYMI
$13.6M
$590K 0.09%
24,170
+12,240
+103% +$297K
XHLF icon
158
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$589K 0.09%
11,692
-12,199
-51% -$613K
BSCQ icon
159
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$583K 0.09%
29,883
-115,051
-79% -$2.24M
CMS icon
160
CMS Energy
CMS
$23B
$579K 0.09%
8,360
-2,378
-22% -$169K
BSCR icon
161
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$553K 0.08%
28,130
-102,044
-78% -$2M
T icon
162
AT&T
T
$153B
$519K 0.08%
17,931
+263
+1% +$7.25K
MKTX icon
163
MarketAxess Holdings
MKTX
$4.1B
$507K 0.08%
2,270
+205
+10% +$45.1K
FUTY icon
164
Fidelity MSCI Utilities Index ETF
FUTY
$2.37B
$486K 0.07%
9,242
-259
-3% -$13.3K
TER icon
165
Teradyne
TER
$50.5B
$470K 0.07%
5,225
+809
+18% +$64.6K
EMXC icon
166
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$467K 0.07%
7,401
-160
-2% -$9.31K
CATH icon
167
Global X S&P 500 Catholic Values ETF
CATH
$1.29B
$464K 0.07%
6,148
– –
CVX icon
168
Chevron
CVX
$366B
$458K 0.07%
3,200
-60
-2% -$8.46K
CLB icon
169
Core Laboratories
CLB
$530M
$409K 0.06%
35,489
-38,138
-52% -$452K
DFAC icon
170
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$408K 0.06%
11,387
– –
FBTC icon
171
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$404K 0.06%
4,300
– –
XLF icon
172
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$396K 0.06%
7,569
+12
+0.2% +$594
IBMR icon
173
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$461M
$394K 0.06%
15,629
-1,240
-7% -$30.9K
CAT icon
174
Caterpillar
CAT
$404B
$392K 0.06%
1,011
+73
+8% +$24.3K
CMA
175
DELISTED
Comerica
CMA
$389K 0.06%
6,518
– –
5 6
7
8 9

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