EAM
Everstar Asset Management Portfolio holdings
AUM
$164M
This Quarter Return
+7.64%
1 Year Return
+11.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.06%
Holding
194
New
194
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.98M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.49M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.78M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$3.06M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$2.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.84% |
| 2 | Consumer Discretionary | 3.42% |
| 3 | Healthcare | 3.33% |
| 4 | Technology | 2.65% |
| 5 | Consumer Staples | 2.13% |
