EIAM

Equinox Institutional Asset Management Portfolio holdings

AUM $87.9M
1-Year Est. Return 1.01%
This Quarter Est. Return
1 Year Est. Return
+1.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.97M
2
+$2.95M
3
+$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.47M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.6M 29.36%
619,970
-37,100
2
$49.3M 29.2%
936,100
-56,000
3
$45.5M 26.9%
563,925
-33,800
4
$24.6M 14.54%
221,730
-13,300