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Home > Institutional Investor > Eaton Financial Holdings Company, Llc > Profile

Instuitional Investor - Eaton Financial Holdings Company, Llc

Fund Profile
Filing Period:
Fund Name: Eaton Financial Holdings Company, Llc
Portfolio Value $413,155,284
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 568,730 $31,268,750 7.56%
2.
Wisdomtree Tr
 255,231 $17,937,661 4.34%
3.
Nrg Energy Inc.
 NRG 236,960 $12,250,841 2.96%
4.
Ishares Trust
 IEF 139,813 $11,790,430 2.85%
5.
Wisdomtree Tr
 188,722 $9,481,409 2.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)