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EIA

Eldridge Investment Advisors Portfolio holdings

AUM $456M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.52%
2 Healthcare 1.25%
3 Industrials 1.13%
4 Financials 0.64%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,500
152
-13,000