EFS

Econ Financial Services Portfolio holdings

AUM $201M
1-Year Est. Return 1.56%
This Quarter Est. Return
1 Year Est. Return
-1.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$9.41M
2 +$8.59M
3 +$7.17M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.92M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.34%
2 Consumer Staples 3.23%
3 Utilities 3.01%
4 Financials 2.59%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2K ﹤0.01%
+28
177
$1K ﹤0.01%
+64
178
$1K ﹤0.01%
+3
179
$1K ﹤0.01%
+4
180
$1K ﹤0.01%
+11
181
$1K ﹤0.01%
+42
182
$0 ﹤0.01%
+46
183
$0 ﹤0.01%
+9