EB
Exchange Bank Portfolio holdings
AUM
$145M
1-Year Est. Return
18.64%
This Fund
S&P 500
1 Year Est. Return
+18.64%
AUM
$145M
AUM Growth
+$499K
(+0.35%)
Holding
126
Top Buys
| 1 | +$259K | |
| 2 | +$226K | |
| 3 | +$199K | |
| 4 |
Salesforce
CRM
|
+$191K |
| 5 |
iShares Gold Trust
IAU
|
+$56.3K |
Top Sells
| 1 | +$671K | |
| 2 | +$348K | |
| 3 | +$320K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$271K |
| 5 |
UnitedHealth
UNH
|
+$251K |
Sector Composition
| 1 | Technology | 18.8% |
| 2 | Industrials | 10.83% |
| 3 | Financials | 10.27% |
| 4 | Consumer Staples | 10.16% |
| 5 | Healthcare | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Real Estate ETF
VNQ
$36.3B
| – | – |
-2,358
|
|