EQIN Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$301.3M
Expense ratio0.35%
Dividend yield2.12%
InceptionJun 13, 2016

Top holdings (101 total)

#NameWeight
1
ABBV
Abbvie inc
4.97%
2
XOM
Exxonmobil Holdings Corp
4.93%
3
JPM
Jpmorgan Chase & co
4.38%
4
CVX
Chevron Corp
4.30%
5
BAC
Bank of America Corp
4.07%
6
PG
Procter & Gamble co
3.68%
7
UNH
Unitedhealth Group inc
3.59%
8
PM
Philip Morris International inc
3.22%
9
HD
The Home Depot inc
3.07%
10
GS
The Goldman Sachs Group inc
2.83%
Page 1 of 11 · 101 total

Sector breakdown

#NameWeight
1
Financials
27.40%
2
Energy
16.00%
3
Healthcare
11.60%
4
Consumer Staples
11.50%
5
Industrials
10.80%
6
Information Technology
5.60%
7
Consumer Discretionary
5.40%
8
Communication Services
4.90%
9
Utilities
4.10%
10
Materials
2.50%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

10 articles · sorted by date

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer