ECT

Ebor Charitable Trust Portfolio holdings

AUM $50.1M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.06M
2 +$1.02M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.2M 63.27%
350,250
-10,600
2
$39.6M 36.73%
838,250
-21,600