EPI
Eddie Patel Inc Portfolio holdings
AUM
$134M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$134M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$12.8M | |
| 2 | +$11.9M | |
| 3 | +$8.09M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$6.69M |
| 5 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$5.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.67% |
| 2 | Industrials | 7.6% |
| 3 | Communication Services | 7.02% |
| 4 | Healthcare | 6.01% |
| 5 | Financials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Parcel Service
UPS
$96.7B
| $213K | 0.16% |
+2,144
|
|
||
102
Pfizer
PFE
$154B
| $206K | 0.15% |
+8,288
|
|
||
103
Mueller Industries
MLI
$13.2B
| $205K | 0.15% |
+1,787
|
|
||
104
ARK Genomic Revolution ETF
ARKG
$1.26B
| $203K | 0.15% |
+7,020
|
|