EFH

Eaton Financial Holdings Portfolio holdings

AUM $325M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.25M
3
+$4.6M
4
SPOT icon
Spotify
SPOT
+$4.53M
5
PODD icon
Insulet
PODD
+$4.52M

Top Sells

1
+$5.95M
2
+$5.8M
3
+$5.79M
4
WTRG icon
Essential Utilities
WTRG
+$5.36M
5
AVT icon
Avnet
AVT
+$4.99M

Sector Composition

1 Utilities 21.18%
2 Technology 14.93%
3 Consumer Discretionary 8.29%
4 Healthcare 7.85%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.01%
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