EI

Ethic Inc Portfolio holdings

AUM $6.5B
1-Year Est. Return 28.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$13.3M
3 +$4.94M
4
TSLA icon
Tesla
TSLA
+$4.84M
5
NVDA icon
NVIDIA
NVDA
+$4.29M

Top Sells

1 +$2.74M
2 +$1.48M
3 +$1.2M
4
GILD icon
Gilead Sciences
GILD
+$859K
5
VER
VEREIT, Inc.
VER
+$808K

Sector Composition

1 Technology 31.4%
2 Financials 13.69%
3 Healthcare 13.11%
4 Communication Services 10%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-11,474