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EFH

Eaton Financial Holdings Portfolio holdings

AUM $305M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$5.53M
2
+$5.09M
3
+$4.65M
4
SPOT icon
Spotify
SPOT
+$4.21M
5
CPAY icon
Corpay
CPAY
+$4.04M

Top Sells

1
+$6.25M
2
+$5.79M
3
+$5.36M
4
URI icon
United Rentals
URI
+$4.9M
5
AVT icon
Avnet
AVT
+$4.71M

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
176
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-21,515
177
– –
-15,724
178
– –
-12,180
179
– –
-58,812
180
– –
-460
181
– –
-89,836
182
– –
-7,889
183
– –
-156,140
184
– –
-3,785
185
– –
-11,081
186
– –
-5,590
4 5 6 7
8