ECT

Ebor Charitable Trust Portfolio holdings

AUM $49.4M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.8M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$642K

Top Sells

1 +$1.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.5M 53.47%
89,146
-5,690
2
$11.8M 25.76%
232,259
+12,630