TBG EA Series Trust

81

NYSE ARCA | ETF

Price
$36.55
Increased by +0.05%
Dollar volume (20D)
1.05 M
ADR%
0.77
Healthcare - 15.90%Energy - 15.49%Consumer Defensive - 14.08%Real Estate - 12.34%Financial Services - 11.61%Technology - 7.83%Utilities - 6.52%Consumer Cyclicals - 5.76%Industrials - 4.91%Communication Services - 3.78%Basic Materials - 1.78%
Healthcare - 15.90%
Energy - 15.49%
Consumer Defensive - 14.08%
Real Estate - 12.34%
Financial Services - 11.61%
Technology - 7.83%
Utilities - 6.52%
Consumer Cyclicals - 5.76%
Industrials - 4.91%
Communication Services - 3.78%
Basic Materials - 1.78%

The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time.

The fund will invest primarily in companies that have operations in and/or domiciled in theU. S. and that trade onU. S. stock exchanges.

In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).

Top 20 Holdings

Asset Name Sector Industry Weight
FGXXX First American Funds Inc. - Government Obligations Fund 5.27%
VZ Verizon Communications Inc Communication Services Telecom Services 4.73%
CVX Chevron Corp Energy Oil & Gas Integrated 4.21%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 4.15%
SPG Simon Property Group Inc Real Estate REIT - Retail 4.07%
TFC Truist Financial Corp Financial Services Banks - Regional 4.02%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 3.75%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.59%
KVUE Kenvue Inc. Consumer Defensive Household & Personal Products 3.25%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 3.23%
BIPC Brookfield Infrastructure Corp Utilities Utilities - Regulated Gas 3.22%
EPD Enterprise Products Partners LP Energy Oil & Gas Midstream 3.11%
AEP American Electric Power Co Inc Utilities Utilities - Regulated Electric 3.10%
ET Energy Transfer LP Energy Oil & Gas Midstream 3.08%
GILD Gilead Sciences Inc Healthcare Drug Manufacturers - General 3.02%
CSCO Cisco Systems Inc Technology Communication Equipment 2.99%
VICI VICI Properties Inc Real Estate REIT - Diversified 2.98%
BX Blackstone Group Inc Financial Services Asset Management 2.94%
MO Altria Group Consumer Defensive Tobacco 2.94%
GIS General Mills Inc Consumer Defensive Packaged Foods 2.92%
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