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EA
Ecofin Advisors Portfolio holdings
AUM
$239M
1-Year Est. Return
45.14%
This Fund
S&P 500
This Quarter
Est. Return
+6.88%
1 Year Est. Return
+45.14%
3 Year Est. Return
+76.97%
5 Year Est. Return
+135.41%
10 Year Est. Return
–
AUM
$397M
AUM Growth
+$388M
(+4,084%)
Cap. Flow
+$369M
Cap. Flow
% of AUM
92.98%
Top 10 Holdings %
Top 10 Hldgs %
68.98%
Holding
58
New
5
Increased
43
Reduced
–
Closed
10
Top Buys
| 1 |
NextEra Energy
NEE
|
+$45.7M |
| 2 |
GE Aerospace
GE
|
+$43.9M |
| 3 |
General Motors
GM
|
+$26.2M |
| 4 |
Williams Companies
WMB
|
+$24.3M |
| 5 |
NRG Energy
NRG
|
+$21.3M |
Top Sells
| 1 |
Eversource Energy
ES
|
+$280K |
| 2 |
EQT Corp
EQT
|
+$189K |
| 3 |
PPO
POLYPORE INTERNATIONAL, INC
PPO
|
+$159K |
| 4 |
CMS Energy
CMS
|
+$50.3K |
| 5 |
American Electric Power
AEP
|
+$28.3K |
Sector Composition
| 1 | Utilities | 31.96% |
| 2 | Industrials | 25.91% |
| 3 | Consumer Discretionary | 13.83% |
| 4 | Energy | 13.26% |
| 5 | Technology | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P 500 ETF Trust
SPY
$786B
| $225K | 0.06% |
+4,600
| New | +$814K |
|
27
Flowserve
FLS
$8.8B
| $17K | ﹤0.01% |
210
+197
| +1,515% | +$13.7K |
|
28
Emerson Electric
EMR
$76.3B
| $14K | ﹤0.01% |
200
+187
| +1,438% | +$12.5K |
|
29
Xylem
XYL
$28.9B
| $14K | ﹤0.01% |
400
+389
| +3,536% | +$12.5K |
|
|
AGU
30
DELISTED
Agrium
AGU
| $14K | ﹤0.01% |
150
+137
| +1,054% | +$12.1K |
|
31
American Water Works
AWK
$25.2B
| $13K | ﹤0.01% |
300
+288
| +2,400% | +$12.1K |
|
32
Clean Harbors
CLH
$16B
| $13K | ﹤0.01% |
225
+212
| +1,631% | +$12.2K |
|
33
Tetra Tech
TTEK
$8.13B
| $13K | ﹤0.01% |
2,250
+2,190
| +3,650% | +$11.8K |
|
34
Pentair
PNR
$10.4B
| $12K | ﹤0.01% |
223
+208
| +1,387% | +$9.67K |
|
35
Aecom
ACM
$8.85B
| $10K | ﹤0.01% |
350
+339
| +3,082% | +$10.2K |
|
|
POT
36
DELISTED
Potash Corp Of Saskatchewan
POT
| $10K | ﹤0.01% |
300
+291
| +3,233% | +$9.28K |
|
37
Bunge Global
BG
$22.5B
| $8K | ﹤0.01% |
100
+92
| +1,150% | +$7.43K |
|
38
Itron
ITRI
$3.72B
| $8K | ﹤0.01% |
200
+191
| +2,122% | +$8.11K |
|
39
Johnson Controls International
JCI
$87.1B
| $8K | ﹤0.01% |
143
+137
| +2,283% | +$6.74K |
|
40
IBM
IBM
$199B
| $6K | ﹤0.01% |
31
+25
| +417% | +$4.31K |
|
41
Essential Utilities
WTRG
$10.8B
| $5K | ﹤0.01% |
225
+219
| +3,650% | +$5.34K |
|
42
Autodesk
ADSK
$44.1B
| $4K | ﹤0.01% |
85
+82
| +2,733% | +$3.59K |
|
43
Fuel Tech
FTEK
$48.9M
| $3K | ﹤0.01% |
400
+398
| +19,900% | +$2.42K |
|
|
PWER
44
DELISTED
POWER-ONE INC COM STK NEW (DE)
PWER
| $3K | ﹤0.01% |
500
+497
| +16,567% | +$2.98K |
|
45
Clean Energy Fuels
CLNE
$518M
| $2K | ﹤0.01% |
125
+123
| +6,150% | +$1.5K |
|
|
FSYS
46
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
| $2K | ﹤0.01% |
150
+147
| +4,900% | +$2.26K |
|
|
WPRT
47
Westport Fuel Systems
WPRT
$36.3M
| $1K | ﹤0.01% |
+5
| New | +$1.11K |
|
|
48
American Electric Power
AEP
$72.1B
| – | – |
-1,228
| Closed | -$28.3K |
|
|
49
CMS Energy
CMS
$22.9B
| – | – |
-1,325
| Closed | -$50.3K |
|
50
Chevron
CVX
$362B
| – | – |
-233
| Closed | -$1.92K |
|
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