ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
+7.9%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$615M
AUM Growth
+$615M
(+10%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
27.9%
Holding
191
New
10
Increased
86
Reduced
75
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.4M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.14M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$762K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$556K |
| 5 |
KLA
KLAC
|
$435K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Financials | 8.64% |
| 3 | Healthcare | 6.7% |
| 4 | Consumer Discretionary | 6.7% |
| 5 | Communication Services | 5.36% |
