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
$205M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.29M
3
+$1.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.26M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$787K

Top Sells

1
+$3.1M
2
+$2.96M
3
+$2.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.66M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.64M

Sector Composition

1 Financials 15.43%
2 Industrials 12.17%
3 Energy 9.18%
4 Healthcare 8.14%
5 Technology 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
+208
152
$10K ﹤0.01%
88
+58
153
$10K ﹤0.01%
250
-41
154
$9K ﹤0.01%
500
155
$9K ﹤0.01%
322
156
$9K ﹤0.01%
+103
157
$8K ﹤0.01%
114
-171
158
$8K ﹤0.01%
129
+81
159
$8K ﹤0.01%
157
+68
160
$8K ﹤0.01%
234
+118
161
$8K ﹤0.01%
560
+348
162
$8K ﹤0.01%
338
+186
163
$8K ﹤0.01%
147
+78
164
$8K ﹤0.01%
190
-9,240
165
$8K ﹤0.01%
180
166
$8K ﹤0.01%
+119
167
$8K ﹤0.01%
94
+59
168
$8K ﹤0.01%
134
+98
169
$7K ﹤0.01%
+157
170
$7K ﹤0.01%
+351
171
$7K ﹤0.01%
112
+77
172
$7K ﹤0.01%
115
+65
173
$7K ﹤0.01%
100
174
$7K ﹤0.01%
+540
175
$7K ﹤0.01%
+158
5 6
7
8 9