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ES
Equitec Specialists Portfolio holdings
AUM
$708K
1-Year Est. Return
25.27%
This Fund
S&P 500
This Quarter
Est. Return
-1.66%
1 Year Est. Return
+25.27%
3 Year Est. Return
+65.41%
5 Year Est. Return
+95.52%
10 Year Est. Return
–
AUM
$641M
AUM Growth
+$189M
(+42%)
Cap. Flow
-$88.2M
Cap. Flow
% of AUM
-13.75%
Top 10 Holdings %
Top 10 Hldgs %
80.52%
Holding
121
New
45
Increased
17
Reduced
20
Closed
16
Top Buys
| 1 |
DCUC
Dominion Energy, Inc.
DCUC
|
+$39.5M |
| 2 |
ARNC.PRB
Arconic Inc.
ARNC.PRB
|
+$11.6M |
| 3 |
WELL.PRI
Welltower Inc.
WELL.PRI
|
+$8.4M |
| 4 |
DYN.PRA
Dynegy Inc.
DYN.PRA
|
+$7.67M |
| 5 |
BKHU
Black Hills Corporation
BKHU
|
+$6.91M |
Top Sells
Sector Composition
| 1 | Utilities | 0.18% |
| 2 | Financials | 0.04% |
| 3 | Technology | 0.04% |
| 4 | Consumer Staples | 0.03% |
| 5 | Healthcare | 0.03% |
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