ETM

Euclidean Technologies Management Portfolio holdings

AUM $109M
1-Year Est. Return 7.18%
This Quarter Est. Return
1 Year Est. Return
+7.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$764K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.1M
3
+$2.03M
4
VZ icon
Verizon
VZ
+$2.03M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.02M

Top Sells

1
+$3.21M
2
+$2.69M
3
+$2.26M
4
FLR icon
Fluor
FLR
+$1.83M
5
PLUS icon
ePlus
PLUS
+$1.7M

Sector Composition

1 Consumer Discretionary 33.44%
2 Industrials 21.92%
3 Consumer Staples 12.7%
4 Healthcare 12.34%
5 Technology 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.48M 2.38%
35,214
-1,200
2
$2.43M 2.33%
20,646
3
$2.41M 2.3%
13,907
-1,800
4
$2.34M 2.24%
30,459
-3,400
5
$2.31M 2.21%
77,587
+7,100
6
$2.28M 2.19%
14,865
7
$2.25M 2.15%
+49,870
8
$2.25M 2.15%
86,328
-1,776
9
$2.19M 2.1%
61,186
10
$2.19M 2.09%
95,278
-25,697
11
$2.16M 2.07%
47,430
+3,640
12
$2.14M 2.05%
42,569
13
$2.12M 2.03%
108,110
-19,000
14
$2.11M 2.02%
106,553
+52,500
15
$2.11M 2.02%
74,745
16
$2.1M 2.02%
+58,634
17
$2.1M 2.01%
63,282
18
$2.09M 2%
45,574
-7,400
19
$2.09M 2%
175,322
20
$2.08M 1.99%
148,225
+13,325
21
$2.07M 1.98%
78,089
+27,389
22
$2.05M 1.96%
10,787
-1,800
23
$2.04M 1.96%
25,419
-2,700
24
$2.03M 1.94%
+27,842
25
$2.03M 1.94%
+41,000
1
2 3