EIA
Eastover Investment Advisors Portfolio holdings
AUM
$223M
This Quarter Return
+7.37%
1 Year Return
+26.42%
3 Year Return
+84.36%
5 Year Return
+135.36%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+2.1%)
Cap. Flow
+$6.63M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
45.61%
Holding
48
New
2
Increased
23
Reduced
12
Closed
2
Top Buys
| 1 |
Broadcom
AVGO
|
$10.4M |
| 2 |
Salesforce
CRM
|
$958K |
| 3 |
Becton Dickinson
BDX
|
$847K |
| 4 |
Visa
V
|
$753K |
| 5 |
Johnson & Johnson
JNJ
|
$669K |
Top Sells
| 1 |
Lamb Weston
LW
|
$4.53M |
| 2 |
NVIDIA
NVDA
|
$1.4M |
| 3 |
Apple
AAPL
|
$1.2M |
| 4 |
Microsoft
MSFT
|
$1.08M |
| 5 |
Amazon
AMZN
|
$900K |
Sector Composition
| 1 | Technology | 30.84% |
| 2 | Healthcare | 11.39% |
| 3 | Financials | 10.65% |
| 4 | Industrials | 10.39% |
| 5 | Consumer Discretionary | 8.96% |
