EFH

Eaton Financial Holdings Portfolio holdings

AUM $355M
1-Year Est. Return 17.23%
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.94M
3
+$3.55M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.42M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.32M

Top Sells

1
+$12.3M
2
+$8.85M
3
+$8.42M
4
ETR icon
Entergy
ETR
+$8.39M
5
ANET icon
Arista Networks
ANET
+$8.3M

Sector Composition

1 Technology 6.96%
2 Financials 4.08%
3 Communication Services 2.56%
4 Consumer Discretionary 2.07%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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