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EA

Ecofin Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 45.14%
This Fund
S&P 500
This Quarter Est. Return
-6.71%
1 Year Est. Return
+45.14%
3 Year Est. Return
+76.97%
5 Year Est. Return
+135.41%
10 Year Est. Return
–
AUM
$563M
AUM Growth
-$26.3M
Cap. Flow
+$19.1M
Cap. Flow %
3.4%
Top 10 Hldgs %
50.91%
Holding
74
New
8
Increased
16
Reduced
18
Closed
8

Top Buys

1
NEE icon
NextEra Energy
NEE
+$14.5M
2
D icon
Dominion Energy
D
+$13.3M
3
TERP
TerraForm Power, Inc
TERP
+$9.5M
4
PSIX
Power Solutions International
PSIX
+$7.46M
5
SUNE
SUNEDISON, INC COM
SUNE
+$6.43M

Top Sells

1
AOS icon
A.O. Smith
AOS
+$10.4M
2
VECO icon
Veeco
VECO
+$8.83M
3
CSTM icon
Constellium
CSTM
+$7.53M
4
ITC
ITC HOLDINGS CORP
ITC
+$6.09M
5
GM icon
General Motors
GM
+$5.43M

Sector Composition

1 Utilities 42.01%
2 Industrials 18.77%
3 Technology 12.12%
4 Energy 9.28%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLH icon
51
Clean Harbors
CLH
$16B
$12K ﹤0.01%
225
– –
TTEK icon
52
Tetra Tech
TTEK
$8.13B
$11K ﹤0.01%
2,250
– –
POT
53
DELISTED
Potash Corp Of Saskatchewan
POT
$10K ﹤0.01%
300
– –
BG icon
54
Bunge Global
BG
$22.5B
$8K ﹤0.01%
100
– –
ITRI icon
55
Itron
ITRI
$3.72B
$8K ﹤0.01%
200
– –
JCI icon
56
Johnson Controls International
JCI
$87.1B
$7K ﹤0.01%
143
– –
IBM icon
57
IBM
IBM
$199B
$6K ﹤0.01%
31
– –
ADSK icon
58
Autodesk
ADSK
$44.1B
$5K ﹤0.01%
85
– –
WTRG icon
59
Essential Utilities
WTRG
$10.8B
$5K ﹤0.01%
225
– –
FSLR icon
60
First Solar
FSLR
$24.1B
$3K ﹤0.01%
50
-31,509
-100% -$2.13M
PWER
61
DELISTED
POWER-ONE INC COM STK NEW (DE)
PWER
$3K ﹤0.01%
500
– –
FTEK icon
62
Fuel Tech
FTEK
$48.9M
$2K ﹤0.01%
400
– –
CLNE icon
63
Clean Energy Fuels
CLNE
$518M
$1K ﹤0.01%
125
– –
FSYS
64
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
$1K ﹤0.01%
150
– –
AYI icon
65
Acuity Brands
AYI
$10B
– –
-29,342
Closed -$4.06M
ENS icon
66
EnerSys
ENS
$7.37B
– –
-64,357
Closed -$4.43M
GM icon
67
General Motors
GM
$70B
– –
-149,502
Closed -$5.43M
PNR icon
68
Pentair
PNR
$10.4B
– –
-223
Closed -$11K
XIFR
69
XPLR Infrastructure LP
XIFR
$1.18B
– –
-12,410
Closed -$416K
GTAT
70
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
– –
-48,754
Closed -$907K
1 2
3

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