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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
+25.83%
1 Year Est. Return
+45.14%
3 Year Est. Return
+76.97%
5 Year Est. Return
+135.41%
10 Year Est. Return
–
AUM
$239M
AUM Growth
+$32M
Cap. Flow
-$6.71M
Cap. Flow %
-2.81%
Top 10 Hldgs %
69.12%
Holding
34
New
–
Increased
10
Reduced
16
Closed
8

Top Buys

1
EIX icon
Edison International
EIX
+$5.4M
2
XIFR
XPLR Infrastructure LP
XIFR
+$3.43M
3
EXC icon
Exelon
EXC
+$2.69M
4
RUN icon
Sunrun
RUN
+$2.52M
5
CVA
Covanta Holding Corporation
CVA
+$2.32M

Top Sells

1
WM icon
Waste Management
WM
+$4.63M
2
FE icon
FirstEnergy
FE
+$3.77M
3
GDS icon
GDS Holdings
GDS
+$3.68M
4
SRE icon
Sempra
SRE
+$2.62M
5
BEP icon
Brookfield Renewable
BEP
+$2.25M

Sector Composition

1 Utilities 76.43%
2 Technology 13.24%
3 Industrials 3.1%
4 Energy 1.51%
5 Consumer Discretionary 0.87%

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