ES
Eagle Strategies Portfolio holdings
AUM
$747M
1-Year Est. Return
17.13%
1 Year Est. Return
+17.13%
AUM
$656M
AUM Growth
+$81.1M
(+14%)
Holding
232
Top Buys
| 1 | +$7.67M | |
| 2 | +$3.23M | |
| 3 | +$2.68M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.31M |
| 5 |
ServiceNow
NOW
|
+$2.15M |
Top Sells
| 1 | +$7.97M | |
| 2 | +$4.57M | |
| 3 | +$3.93M | |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
+$2.25M |
| 5 |
Snowflake
SNOW
|
+$2.14M |
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Industrials | 1.56% |
| 3 | Consumer Discretionary | 1.53% |
| 4 | Utilities | 1.28% |
| 5 | Financials | 1.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nokia
NOK
$37.3B
| $51.8K | 0.01% |
+10,000
|
|
||
227
iShares MSCI EAFE Value ETF
EFV
$28.3B
| – | – |
-5,429
|
|
||
228
FedEx
FDX
$63.1B
| – | – |
-842
|
|
||
229
Jabil
JBL
$21.6B
| – | – |
-1,521
|
|
||
230
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
| – | – |
-2,119
|
|
||
231
Tractor Supply
TSCO
$29.3B
| – | – |
-3,743
|
|
||
232
UnitedHealth
UNH
$292B
| – | – |
-538
|
|