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EC

Eaton-Cambridge Portfolio holdings

AUM $320M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.39M
3
+$1M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1M
5
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$785K

Top Sells

1
+$222K
2
+$109K
3
+$102K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$68.3K
5
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$59K

Sector Composition

1 Technology 2.66%
2 Communication Services 0.65%
3 Consumer Discretionary 0.46%
4 Financials 0.35%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$574K 0.2%
2,361
+54
27
$532K 0.19%
697
28
$439K 0.15%
+659
29
$426K 0.15%
1,352
+5
30
$368K 0.13%
1,707
-25
31
$361K 0.13%
719
+23
32
$347K 0.12%
1,423
+51
33
$325K 0.11%
985
+11
34
$273K 0.1%
408
-106
35
$261K 0.09%
+733
36
$259K 0.09%
3,100
-114
37
$255K 0.09%
5,953
-461
38
$245K 0.09%
+797
39
$230K 0.08%
1,920
+10
40
$226K 0.08%
558
+1
41
$217K 0.08%
2,718
-48
42
$213K 0.07%
625
-8
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