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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
+3.36%
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
$297M
AUM Growth
+$20.6M
(+7.5%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
32.15%
Holding
265
New
36
Increased
67
Reduced
63
Closed
27
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$6.06M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$4.6M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$2.48M |
| 4 |
T-Mobile US
TMUS
|
+$2.34M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.2M |
Top Sells
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$4.81M |
| 2 |
Wells Fargo
WFC
|
+$4.26M |
| 3 |
Apple
AAPL
|
+$3.33M |
| 4 |
Johnson & Johnson
JNJ
|
+$3.27M |
| 5 |
MTVA
MetaVia Inc
MTVA
|
+$2.17M |
Sector Composition
| 1 | Financials | 15.09% |
| 2 | Healthcare | 10.84% |
| 3 | Communication Services | 7.65% |
| 4 | Technology | 7.26% |
| 5 | Consumer Discretionary | 6.87% |
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