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
$554M
AUM Growth
-$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$20.5M
3
+$9.43M
4
WMB icon
Williams Companies
WMB
+$8.88M
5
NRG icon
NRG Energy
NRG
+$8.65M

Top Sells

1
+$18.3M
2
+$15M
3
+$14.9M
4
TXNM
TXNM Energy Inc
TXNM
+$11.3M
5
SCTY
SolarCity Corporation
SCTY
+$9.63M

Sector Composition

1 Utilities 41.07%
2 Industrials 19.8%
3 Energy 9.36%
4 Consumer Discretionary 9.11%
5 Technology 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
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