EIA

Eastover Investment Advisors Portfolio holdings

AUM $230M
1-Year Est. Return 28.61%
This Quarter Est. Return
1 Year Est. Return
+28.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$200K
3
+$132K
4
AMZN icon
Amazon
AMZN
+$95.8K
5
BDX icon
Becton Dickinson
BDX
+$87.7K

Top Sells

1
+$129K
2
+$120K
3
+$35K
4
DG icon
Dollar General
DG
+$19K
5
SON icon
Sonoco
SON
+$9.11K

Sector Composition

1 Healthcare 20.86%
2 Consumer Staples 17.92%
3 Technology 16.41%
4 Industrials 10.71%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 2.54%
117,673
-3,435
27
$3.63M 2.08%
80,285
+2,923
28
$3.13M 1.79%
37,204
+1,140
29
$1.24M 0.71%
2,707
-8
30
$1.07M 0.61%
5,153
+111
31
$1.05M 0.6%
3,962
+99
32
$1.03M 0.59%
3,048
+63
33
$992K 0.57%
4,216
+107
34
$887K 0.51%
17,754
+216
35
$857K 0.49%
9,653
+630
36
$770K 0.44%
10,815
+347
37
$739K 0.42%
17,176
+25
38
$676K 0.39%
11,128
-150
39
$483K 0.28%
1,813
40
$394K 0.23%
7,882
+132
41
$392K 0.22%
1,025
42
$375K 0.21%
28,716
43
$374K 0.21%
9,600
44
$370K 0.21%
5,185
45
$210K 0.12%
+681
46
$209K 0.12%
5,005
47
$200K 0.11%
+1,980
1
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