TBG EA Series Trust

86

NYSE ARCA | ETF

Price
$33.71
Increased by +0.63%
Dollar volume (20D)
1.91 M
ADR%
0.77
Healthcare - 17.81%Energy - 14.66%Consumer Defensive - 11.96%Real Estate - 11.93%Financial Services - 11.73%Technology - 9.66%Utilities - 6.60%Industrials - 5.75%Communication Services - 4.32%Consumer Cyclicals - 2.86%Basic Materials - 2.72%
Healthcare - 17.81%
Energy - 14.66%
Consumer Defensive - 11.96%
Real Estate - 11.93%
Financial Services - 11.73%
Technology - 9.66%
Utilities - 6.60%
Industrials - 5.75%
Communication Services - 4.32%
Consumer Cyclicals - 2.86%
Basic Materials - 2.72%

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
SPG Simon Property Group Inc Real Estate REIT - Retail 5.01%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 4.64%
FGXXX First American Funds Inc. - Government Obligations Fund 4.64%
CSCO Cisco Systems Inc Technology Communication Equipment 4.26%
VZ Verizon Communications Inc Communication Services Telecom Services 4.11%
TFC Truist Financial Corp Financial Services Banks - Regional 4.02%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 3.98%
CVX Chevron Corp Energy Oil & Gas Integrated 3.93%
GILD Gilead Sciences Inc Healthcare Drug Manufacturers - General 3.67%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 3.55%
KVUE Kenvue Inc. Consumer Defensive Household & Personal Products 3.25%
AEP American Electric Power Co Inc Utilities Utilities - Regulated Electric 3.13%
EPD Enterprise Products Partners LP Energy Oil & Gas Midstream 3.07%
LMT Lockheed Martin Corporation Industrials Aerospace & Defense 3.06%
ET Energy Transfer LP Energy Oil & Gas Midstream 3.02%
BX Blackstone Group Inc Financial Services Asset Management 2.98%
GIS General Mills Inc Consumer Defensive Packaged Foods 2.75%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 2.65%
UPS United Parcel Service Inc Industrials Integrated Freight & Logistics 2.63%
VICI VICI Properties Inc Real Estate REIT - Diversified 2.59%
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