E3F
Eight 31 Financial Portfolio holdings
AUM
$151M
1-Year Est. Return
4.23%
1 Year Est. Return
+4.23%
AUM
$156M
AUM Growth
+$23M
(+17%)
Holding
76
Top Buys
| 1 | +$14.1M | |
| 2 | +$8.21M | |
| 3 | +$8.17M | |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$6.01M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$6.01M |
Top Sells
| 1 | +$36.3M | |
| 2 | +$4.12M | |
| 3 | +$2.51M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.82M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.72M |
Sector Composition
| 1 | Energy | 18.62% |
| 2 | Technology | 6.2% |
| 3 | Financials | 2.24% |
| 4 | Consumer Staples | 0.82% |
| 5 | Consumer Discretionary | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total World Stock ETF
VT
$55.4B
| – | – |
-3,540
|
|