ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Est. Return
14.6%
1 Year Est. Return
+14.6%
AUM
$670M
AUM Growth
+$53.3M
(+8.7%)
Holding
212
Top Buys
| 1 | +$2.36M | |
| 2 | +$2.19M | |
| 3 | +$1.99M | |
| 4 |
MYCG
SPDR SSGA My2027 Corporate Bond ETF
MYCG
|
+$1.87M |
| 5 |
MYCI
SPDR SSGA My2029 Corporate Bond ETF
MYCI
|
+$1.58M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$2.25M | |
| 3 | +$2.01M | |
| 4 |
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
|
+$1.26M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
iShares S&P 500 Growth ETF
IVW
$65.5B
| $237K | 0.04% |
2,155
|
|
||
202
Mastercard
MA
$497B
| $232K | 0.03% |
413
-9
|
|
||
203
Schwab Fundamental US Small Company Index ETF
FNDA
$9.02B
| $222K | 0.03% |
7,736
|
|
||
204
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
| $207K | 0.03% |
8,521
|
|
||
205
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
| $205K | 0.03% |
8,444
|
|
||
206
Ford
F
$46.7B
| $204K | 0.03% |
18,791
-1,135
|
|
||
207
Ameren
AEE
$28.4B
| – | – |
-2,025
|
|
||
208
Invesco Taxable Municipal Bond ETF
BAB
$930M
| – | – |
-10,595
|
|
||
209
Etsy
ETSY
$7.08B
| – | – |
-7,595
|
|
||
210
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
| – | – |
-9,058
|
|
||
211
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.46B
| – | – |
-22,806
|
|
||
212
WEC Energy
WEC
$37.4B
| – | – |
-2,182
|
|