EF

Exeter Financial Portfolio holdings

AUM $232M
1-Year Est. Return 9.7%
This Quarter Est. Return
1 Year Est. Return
+9.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$244K
3 +$217K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$214K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$209K

Top Sells

1 +$283K
2 +$213K
3 +$208K
4
TROW icon
T. Rowe Price
TROW
+$193K
5
AAPL icon
Apple
AAPL
+$34.4K

Sector Composition

1 Consumer Staples 21.1%
2 Technology 20.88%
3 Industrials 13.29%
4 Financials 10.95%
5 Healthcare 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$244K 0.15%
+5,109
77
$217K 0.14%
+1,148
78
$214K 0.14%
+450
79
-5,643
80
-972