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
$183M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$603K
2 +$308K
3 +$276K
4
VZ icon
Verizon
VZ
+$226K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$225K

Top Sells

1 +$562K
2 +$353K
3 +$352K
4
AAPL icon
Apple
AAPL
+$338K
5
FFA
First Trust Enhanced Equity Income Fund
FFA
+$231K

Sector Composition

1 Technology 21.68%
2 Consumer Staples 20.53%
3 Industrials 12.69%
4 Healthcare 11.3%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$283K 0.16%
2,450
77
$276K 0.15%
+8,110
78
$268K 0.15%
1,061
79
$228K 0.12%
450
80
$225K 0.12%
+7,889
81
$217K 0.12%
+467
82
$210K 0.12%
1,147
83
$200K 0.11%
+3,948