EAM
Eukles Asset Management Portfolio holdings
AUM
$245M
1-Year Return
15.62%
This Quarter Return
+2.23%
1 Year Return
+15.62%
3 Year Return
+86.81%
5 Year Return
+134.54%
10 Year Return
–
AUM
$231M
AUM Growth
+$1.13M
(+0.49%)
Cap. Flow
+$395K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
39.86%
Holding
236
New
4
Increased
54
Reduced
61
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$66.8K |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$56.1K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$55K |
| 4 |
JPMorgan Chase
JPM
|
$40.9K |
| 5 |
Gartner
IT
|
$40K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$86.2K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$70.3K |
| 3 |
Novo Nordisk
NVO
|
$54K |
| 4 |
Landstar System
LSTR
|
$35.8K |
| 5 |
Casey's General Stores
CASY
|
$34.7K |
Sector Composition
| 1 | Technology | 27.82% |
| 2 | Healthcare | 12.66% |
| 3 | Financials | 12.27% |
| 4 | Industrials | 12.14% |
| 5 | Consumer Discretionary | 9.48% |
