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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
(+8.7%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
201
iShares S&P 500 Growth ETF
IVW
$74.2B
| $237K | 0.04% |
2,155
| – | – |
|
202
Mastercard
MA
$487B
| $232K | 0.03% |
413
-9
| -2% | -$4.98K |
|
203
Schwab Fundamental US Small Company Index ETF
FNDA
$9.29B
| $222K | 0.03% |
7,736
| – | – |
|
204
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
| $207K | 0.03% |
8,521
| – | – |
|
205
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
| $205K | 0.03% |
8,444
| – | – |
|
206
Ford
F
$56.5B
| $204K | 0.03% |
18,791
-1,135
| -6% | -$11.6K |
|
207
Ameren
AEE
$31.3B
| – | – |
-2,025
| Closed | -$203K |
|
208
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
| – | – |
-10,595
| Closed | -$283K |
|
209
Etsy
ETSY
$7.92B
| – | – |
-7,595
| Closed | -$358K |
|
210
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| – | – |
-9,058
| Closed | -$210K |
|
211
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.01B
| – | – |
-22,806
| Closed | -$503K |
|
212
WEC Energy
WEC
$37.3B
| – | – |
-2,182
| Closed | -$238K |
|
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