EA

Ecofin Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 44.35%
This Quarter Est. Return
1 Year Est. Return
+44.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$18.6M
3
+$7.34M
4
PEGI
Pattern Energy Group Inc. Class A
PEGI
+$6.15M
5
AOS icon
A.O. Smith
AOS
+$3.99M

Top Sells

1
+$15.1M
2
+$4.61M
3
+$4.58M
4
WAAS
AquaVenture Holdings Limited
WAAS
+$4.15M
5
AQN icon
Algonquin Power & Utilities
AQN
+$4.12M

Sector Composition

1 Utilities 45.39%
2 Industrials 19.6%
3 Technology 15.01%
4 Consumer Discretionary 9.84%
5 Energy 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.71%
61,334
+1,858
27
$2.92M 0.65%
76,720
-121,047
28
$2.57M 0.57%
48,038
29
$2.37M 0.53%
127,030
-127,031
30
$2.07M 0.46%
109,506
-70,325
31
– –
-509,245
32
– –
-38,061
33
– –
-30,290
1
2