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
$144M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$783K
2 +$261K
3 +$258K
4
VTRS icon
Viatris
VTRS
+$217K
5
ESGR
Enstar Group
ESGR
+$216K

Top Sells

1 +$226K
2 +$90K
3 +$88.9K
4
LYB icon
LyondellBasell Industries
LYB
+$83.7K
5
TD icon
Toronto Dominion Bank
TD
+$66K

Sector Composition

1 Consumer Staples 21.88%
2 Technology 19.47%
3 Healthcare 17.12%
4 Industrials 13.14%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.15%
+1,055
52
$215K 0.15%
+2,600
53
$202K 0.14%
3,439