EIA

Eastover Investment Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
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 +$777K
2 +$255K
3 +$204K
4
PM icon
Philip Morris
PM
+$202K
5
ESGR
Enstar Group
ESGR
+$199K

Top Sells

1 +$225K
2 +$85.4K
3 +$84.7K
4
LYB icon
LyondellBasell Industries
LYB
+$74.4K
5
TD icon
Toronto Dominion Bank
TD
+$59.3K

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