ECAU

Everett Capital Advisors (UK) Portfolio holdings

AUM $193M
1-Year Est. Return 8.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$22.6M
3
+$15.2M
4
FOXA icon
Fox Class A
FOXA
+$14.5M
5
EQIX icon
Equinix
EQIX
+$14.4M

Top Sells

1
+$41.6M
2
+$25.8M
3
+$20M
4
CHTR icon
Charter Communications
CHTR
+$12.6M
5
EPD icon
Enterprise Products Partners
EPD
+$10.6M

Sector Composition

1 Communication Services 36.6%
2 Real Estate 18.18%
3 Healthcare 12.41%
4 Utilities 10.9%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
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