EFH
Eaton Financial Holdings Portfolio holdings
AUM
$325M
This Quarter Return
+5.09%
1 Year Return
+13.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
–
Cap. Flow
+$246M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.27%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Financials | 4.09% |
| 3 | Communication Services | 3.08% |
| 4 | Consumer Discretionary | 2.04% |
| 5 | Energy | 1.55% |
