EFH
Eaton Financial Holdings Portfolio holdings
AUM
$325M
This Quarter Return
+7.73%
1 Year Return
+13.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.21%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$21.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$21.4M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$10.1M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$4.08M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$3.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 5.3% |
| 3 | Healthcare | 5.07% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Communication Services | 2.59% |
