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
$164M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$472K
2 +$401K
3 +$381K
4
AMZN icon
Amazon
AMZN
+$380K
5
SBUX icon
Starbucks
SBUX
+$336K

Top Sells

1 +$4.36M
2 +$2.21M
3 +$600K
4
BMY icon
Bristol-Myers Squibb
BMY
+$432K
5
SO icon
Southern Company
SO
+$324K

Sector Composition

1 Healthcare 21.38%
2 Consumer Staples 17.92%
3 Technology 16.99%
4 Industrials 10.58%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,150