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EC
Eaton-Cambridge Portfolio holdings
AUM
$320M
1-Year Est. Return
14.63%
This Fund
S&P 500
1 Year Est. Return
+14.63%
AUM
$320M
AUM Growth
+$14.8M
(+4.8%)
Holding
56
Top Buys
| 1 | +$17.2M | |
| 2 | +$1.66M | |
| 3 | +$1.05M | |
| 4 |
NVIDIA
NVDA
|
+$657K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$639K |
Top Sells
| 1 | +$5.63M | |
| 2 | +$5.41M | |
| 3 | +$720K | |
| 4 |
United Parcel Service
UPS
|
+$111K |
| 5 |
Avantis Core Fixed Income ETF
AVIG
|
+$96.7K |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Communication Services | 0.81% |
| 3 | Consumer Discretionary | 0.56% |
| 4 | Financials | 0.47% |
| 5 | Healthcare | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$326B
| $225K | 0.07% |
+2,338
|
|
||
52
Dimensional Core Fixed Income ETF
DFCF
$10.7B
| $221K | 0.07% |
5,229
+507
|
|
||
53
AbbVie
ABBV
$382B
| $221K | 0.07% |
1,015
+110
|
|
||
|
54
United Parcel Service
UPS
$89.1B
| $216K | 0.07% |
2,200
-1,035
|
|
||
55
Mastercard
MA
$433B
| $207K | 0.06% |
+415
|
|
||
56
Huntington Bancshares
HBAN
$34.2B
| $160K | 0.05% |
+10,197
|
|