TBG EA Series Trust

61

NYSE ARCA | ETF

Price
$35.88
Increased by +0.59%
Dollar volume (20D)
981.80 K
ADR%
0.87
Healthcare - 15.63%Energy - 13.86%Financial Services - 13.79%Consumer Defensive - 12.75%Real Estate - 12.12%Technology - 9.32%Utilities - 7.26%Consumer Cyclicals - 5.49%Industrials - 4.61%Communication Services - 3.51%Basic Materials - 1.67%
Healthcare - 15.63%
Energy - 13.86%
Financial Services - 13.79%
Consumer Defensive - 12.75%
Real Estate - 12.12%
Technology - 9.32%
Utilities - 7.26%
Consumer Cyclicals - 5.49%
Industrials - 4.61%
Communication Services - 3.51%
Basic Materials - 1.67%

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
BX Blackstone Group Inc Financial Services Asset Management 4.43%
SPG Simon Property Group Inc Real Estate REIT - Retail 4.24%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 4.19%
FGXXX First American Funds Inc. - Government Obligations Fund 4.12%
TFC Truist Financial Corp Financial Services Banks - Regional 4.02%
CVX Chevron Corp Energy Oil & Gas Integrated 3.76%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 3.63%
VZ Verizon Communications Inc Communication Services Telecom Services 3.36%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.35%
AEP American Electric Power Co Inc Utilities Utilities - Regulated Electric 3.34%
KVUE Kenvue Inc. Consumer Defensive Household & Personal Products 3.25%
CSCO Cisco Systems Inc Technology Communication Equipment 3.22%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 3.22%
BIPC Brookfield Infrastructure Corp Utilities Utilities - Regulated Gas 3.22%
MO Altria Group Consumer Defensive Tobacco 2.90%
VICI VICI Properties Inc Real Estate REIT - Diversified 2.90%
GILD Gilead Sciences Inc Healthcare Drug Manufacturers - General 2.88%
EPD Enterprise Products Partners LP Energy Oil & Gas Midstream 2.86%
ET Energy Transfer LP Energy Oil & Gas Midstream 2.86%
MC Moelis & Co Financial Services Capital Markets 2.78%
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