EA

Ecofin Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 45.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.17M
3
+$2.26M
4
ADSK icon
Autodesk
ADSK
+$1.94M
5
NEE icon
NextEra Energy
NEE
+$1.72M

Top Sells

1
+$2.52M
2
+$1.77M
3
+$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
26
$2.45M 1.34%
41,792
+108
27
$2.37M 1.3%
+9,892
28
$489K 0.27%
11,571
29
– –
-199,863
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