EA
Eclectic Associates Portfolio holdings
AUM
$545M
1-Year Est. Return
12.75%
1 Year Est. Return
+12.75%
AUM
$545M
AUM Growth
+$84.8M
(+18%)
Holding
129
Top Buys
| 1 | +$8.37M | |
| 2 | +$8.19M | |
| 3 | +$7.92M | |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$6M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$5.04M |
Top Sells
| 1 | +$5.59M | |
| 2 | +$1.77M | |
| 3 | +$767K | |
| 4 |
JPMorgan Chase
JPM
|
+$731K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$729K |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 1.68% |
| 3 | Consumer Discretionary | 1.49% |
| 4 | Healthcare | 1.25% |
| 5 | Industrials | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Banco Santander
SAN
$180B
| – | – |
-10,000
|
|
||
127
Liberty All-Star Equity Fund
USA
$1.87B
| – | – |
-23,363
|
|
||
128
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
| – | – |
0
|
|
||
|
129
Berkshire Hathaway Class A
BRK.A
$1.07T
| – | – |
-1
|
|