EIA
Eldridge Investment Advisors Portfolio holdings
AUM
$478M
This Quarter Return
-1.72%
1 Year Return
+10.4%
3 Year Return
+39.7%
5 Year Return
+62%
10 Year Return
–
AUM
$435M
AUM Growth
+$435M
(+1.1%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
167
New
17
Increased
48
Reduced
59
Closed
10
Top Buys
| 1 |
John Hancock Preferred Income ETF
JHPI
|
$10.2M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$6.65M |
| 3 |
Eaton Vance Total Return Bond ETF
EVTR
|
$4.9M |
| 4 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$4.11M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
$4.07M |
Top Sells
Sector Composition
| 1 | Technology | 2.09% |
| 2 | Healthcare | 1.31% |
| 3 | Industrials | 0.92% |
| 4 | Financials | 0.74% |
| 5 | Energy | 0.56% |
