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
$21.1M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.26M
2 +$2.84M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.3M 67.5%
69,894
-25,750
2
$6.87M 32.5%
152,086
-62,850