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
$470M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$12.5M
3
+$11.2M
4
WM icon
Waste Management
WM
+$7.86M
5
NEE icon
NextEra Energy
NEE
+$4.97M

Top Sells

1
+$14.3M
2
+$8.5M
3
+$6.32M
4
WAAS
AquaVenture Holdings Limited
WAAS
+$5.72M
5
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$5.25M

Sector Composition

1 Utilities 44.82%
2 Technology 19.76%
3 Industrials 17.15%
4 Consumer Discretionary 8.71%
5 Materials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.63%
52,842
+4,804
27
$2.68M 0.57%
216,016
-460,848
28
$2.16M 0.46%
26,287
-11,247
29
– –
-127,030
30
– –
-76,720
1
2