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
$190M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$3.7M
3 +$1.81M
4
AMZN icon
Amazon
AMZN
+$1.71M
5
JNJ icon
Johnson & Johnson
JNJ
+$937K

Top Sells

1 +$4.45M
2 +$2.53M
3 +$84.6K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.26K

Sector Composition

1 Healthcare 19.92%
2 Technology 17.98%
3 Consumer Staples 16.49%
4 Industrials 12.21%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.11%
+2,150
52
-58,407
53
-86,411