EIA
Eastover Investment Advisors Portfolio holdings
AUM
$233M
1-Year Est. Return
27.41%
This Fund
S&P 500
1 Year Est. Return
+27.41%
AUM
$233M
AUM Growth
+$5.99M
(+2.6%)
Holding
52
Top Buys
| 1 | +$7.45M | |
| 2 | +$3.56M | |
| 3 | +$1.41M | |
| 4 |
Novo Nordisk
NVO
|
+$930K |
| 5 |
Fidelity National Financial
FNF
|
+$476K |
Top Sells
| 1 | +$528K | |
| 2 | +$527K | |
| 3 | +$478K | |
| 4 |
Shell
SHEL
|
+$264K |
| 5 |
Amgen
AMGN
|
+$259K |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Industrials | 14.58% |
| 3 | Financials | 13.9% |
| 4 | Healthcare | 11.47% |
| 5 | Consumer Discretionary | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Amgen
AMGN
$186B
| – | – |
-790
|
|
||
52
F&G Annuities & Life
FG
$3.8B
| – | – |
-7,142
|
|