EBT
Enterprise Bank & Trust Portfolio holdings
AUM
$267M
This Quarter Return
+9.36%
1 Year Return
+13.99%
3 Year Return
+65.9%
5 Year Return
+100.04%
10 Year Return
–
AUM
$243M
AUM Growth
–
Cap. Flow
+$243M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.69%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$23.8M |
| 2 |
EBTC
Enterprise Bancorp
EBTC
|
$22.3M |
| 3 |
FlexShares Core Select Bond Fund
BNDC
|
$15.1M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$11.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$9.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.41% |
| 2 | Technology | 7.1% |
| 3 | Healthcare | 6.98% |
| 4 | Consumer Discretionary | 6.34% |
| 5 | Communication Services | 4.5% |
