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
$395M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.78M
3
+$1.62M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$391K

Top Sells

1
+$322K
2
+$269K
3
+$259K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$236K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$208K

Sector Composition

1 Technology 15.09%
2 Healthcare 10.13%
3 Financials 8.97%
4 Consumer Discretionary 6.46%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$136K 0.03%
4,386
-13
152
– –
-2,238
153
– –
-16,400
154
– –
-46
3 4 5 6
7