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Ecofin Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 45.14%
This Fund
S&P 500
This Quarter Est. Return
+12.44%
1 Year Est. Return
+45.14%
3 Year Est. Return
+76.97%
5 Year Est. Return
+135.41%
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$36.1M
Cap. Flow
+$20.1M
Cap. Flow %
11.02%
Top 10 Hldgs %
60.92%
Holding
29
New
2
Increased
17
Reduced
8
Closed
1

Top Buys

1
EIX icon
Edison International
EIX
+$12.9M
2
FE icon
FirstEnergy
FE
+$6.17M
3
EVRG icon
Evergy
EVRG
+$2.26M
4
ADSK icon
Autodesk
ADSK
+$1.94M
5
NEE icon
NextEra Energy
NEE
+$1.72M

Top Sells

1
XIFR
XPLR Infrastructure LP
XIFR
+$2.52M
2
TERP
TerraForm Power, Inc
TERP
+$1.77M
3
RUN icon
Sunrun
RUN
+$1.09M
4
CSTM icon
Constellium
CSTM
+$1.04M
5
TT icon
Trane Technologies
TT
+$981K

Sector Composition

1 Utilities 74.79%
2 Technology 9.71%
3 Industrials 7.07%
4 Energy 2.94%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRE icon
26
Sempra
SRE
$60.7B
$2.45M 1.34%
41,792
+108
+0.3% +$6.64K
ADSK icon
27
Autodesk
ADSK
$44.1B
$2.37M 1.3%
+9,892
New +$1.94M
WTRG icon
28
Essential Utilities
WTRG
$10.8B
$489K 0.27%
11,571
– –
CSTM icon
29
Constellium
CSTM
$3.97B
– –
-199,863
Closed -$1.04M
1
2

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