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
$46.7M
AUM Growth
+$550K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$217K
2 +$47.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.6M 56.92%
99,466
-812
2
$10.9M 23.37%
221,080
-956