EI

eCIO Inc Portfolio holdings

AUM $268M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M
2 +$22.8M
3 +$15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.62%
2 Technology 0.96%
3 Healthcare 0.87%
4 Industrials 0.64%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$13.3K ﹤0.01%
+120
152
$12.9K ﹤0.01%
+88
153
$9.51K ﹤0.01%
+79
154
$7.27K ﹤0.01%
+15
155
$5.59K ﹤0.01%
+490
156
$1.7K ﹤0.01%
+133
157
$1.6K ﹤0.01%
+21