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
$142M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$292K
3
+$222K
4
MU icon
Micron Technology
MU
+$42.3K
5
LOW icon
Lowe's Companies
LOW
+$13.7K

Top Sells

1
+$1.52M
2
+$1.24M
3
+$532K
4
DG icon
Dollar General
DG
+$472K
5
INTC icon
Intel
INTC
+$440K

Sector Composition

1 Consumer Staples 20.83%
2 Technology 19.21%
3 Healthcare 16.75%
4 Industrials 13.52%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,725
52
– –
-18,570
53
– –
-2,190
54
– –
-11,602
55
– –
-3,439
1 2
3