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
$144M
AUM Growth
+$17.7M
(+14%)
Holding
128
Top Buys
| 1 | +$1.02M | |
| 2 | +$792K | |
| 3 | +$541K | |
| 4 |
Amazon
AMZN
|
+$469K |
| 5 |
Boeing
BA
|
+$451K |
Top Sells
| 1 | +$237K | |
| 2 | +$210K | |
| 3 | +$208K | |
| 4 |
United Parcel Service
UPS
|
+$206K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$190K |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Consumer Staples | 10.35% |
| 3 | Financials | 10.35% |
| 4 | Industrials | 10.34% |
| 5 | Healthcare | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Salesforce
CRM
$181B
| – | – |
-764
|
|
||
127
American Century US Quality Growth ETF
QGRO
$2.11B
| – | – |
-1,928
|
|
||
|
128
United Parcel Service
UPS
$86.7B
| – | – |
-2,039
|
|