TBG EA Series Trust

43

NYSE ARCA | ETF

Price
$34.86
Increased by +0.87%
Dollar volume (20D)
920.21 K
ADR%
0.94
Energy - 17.51%Healthcare - 15.42%Consumer Defensive - 13.09%Financial Services - 12.32%Real Estate - 11.24%Technology - 9.03%Utilities - 6.03%Consumer Cyclicals - 5.33%Industrials - 4.41%Communication Services - 3.97%Basic Materials - 1.65%
Energy - 17.51%
Healthcare - 15.42%
Consumer Defensive - 13.09%
Financial Services - 12.32%
Real Estate - 11.24%
Technology - 9.03%
Utilities - 6.03%
Consumer Cyclicals - 5.33%
Industrials - 4.41%
Communication Services - 3.97%
Basic Materials - 1.65%

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
CVX Chevron Corp Energy Oil & Gas Integrated 5.06%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 4.29%
TFC Truist Financial Corp Financial Services Banks - Regional 4.02%
BX Blackstone Group Inc Financial Services Asset Management 3.90%
SPG Simon Property Group Inc Real Estate REIT - Retail 3.87%
VZ Verizon Communications Inc Communication Services Telecom Services 3.82%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 3.67%
EPD Enterprise Products Partners LP Energy Oil & Gas Midstream 3.56%
FGXXX First American Funds Inc. - Government Obligations Fund 3.52%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 3.40%
ET Energy Transfer LP Energy Oil & Gas Midstream 3.37%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 3.31%
AEP American Electric Power Co Inc Utilities Utilities - Regulated Electric 3.30%
KVUE Kenvue Inc. Consumer Defensive Household & Personal Products 3.25%
BIPC Brookfield Infrastructure Corp Utilities Utilities - Regulated Gas 3.22%
CSCO Cisco Systems Inc Technology Communication Equipment 3.20%
MO Altria Group Consumer Defensive Tobacco 3.02%
GILD Gilead Sciences Inc Healthcare Drug Manufacturers - General 2.83%
VICI VICI Properties Inc Real Estate REIT - Diversified 2.80%
UPS United Parcel Service Inc Industrials Integrated Freight & Logistics 2.63%
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