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
$204M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$6.36M
3 +$5.77M
4
V icon
Visa
V
+$4.26M
5
CRM icon
Salesforce
CRM
+$4.24M

Top Sells

1 +$6.37M
2 +$6.05M
3 +$5.96M
4
TD icon
Toronto Dominion Bank
TD
+$5.83M
5
RTX icon
RTX Corp
RTX
+$5.36M

Sector Composition

1 Technology 30.88%
2 Consumer Discretionary 10.94%
3 Healthcare 10.21%
4 Consumer Staples 10.15%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-90,233
52
-37,922