EPGL

Estate Planners Group, LLC Portfolio holdings

AUM $231M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$23.7M
3 +$19.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$15.9M
5
ARCC icon
Ares Capital
ARCC
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.79%
2 Financials 6.92%
3 Communication Services 3.42%
4 Consumer Discretionary 3.29%
5 Healthcare 1.97%