EA

Eclectic Associates Portfolio holdings

AUM $545M
1-Year Est. Return 12.75%
This Quarter Est. Return
1 Year Est. Return
+12.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$214K
2 +$188K
3 +$114K
4
AAPL icon
Apple
AAPL
+$52.4K
5
DHR icon
Danaher
DHR
+$51.9K

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 4.09%
3 Healthcare 3.06%
4 Financials 2.98%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$105K 0.07%
+11,246
77
-936