EPI
Eddie Patel Inc Portfolio holdings
AUM
$130M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$130M
AUM Growth
-$4.02M
(-3%)
Holding
133
Top Buys
| 1 | +$8.17M | |
| 2 | +$6.29M | |
| 3 | +$5.37M | |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$3.96M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.81M |
Top Sells
| 1 | +$12.1M | |
| 2 | +$8.67M | |
| 3 | +$1.81M | |
| 4 |
Willdan Group
WLDN
|
+$1.51M |
| 5 |
Robinhood
HOOD
|
+$1.31M |
Sector Composition
| 1 | Technology | 15.37% |
| 2 | Industrials | 7.32% |
| 3 | Communication Services | 7.22% |
| 4 | Materials | 5.31% |
| 5 | Financials | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
UnitedHealth
UNH
$342B
| – | – |
-1,311
|
|
||
127
United Parcel Service
UPS
$86.7B
| – | – |
-2,144
|
|
||
128
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
| – | – |
-3,570
|
|
||
129
Wayfair
W
$9.49B
| – | – |
-12,378
|
|
||
|
130
Willdan Group
WLDN
$1.41B
| – | – |
-14,537
|
|
||
131
State Street Technology Select Sector SPDR ETF
XLK
$121B
| – | – |
-6,791
|
|
||
132
Zeta Global
ZETA
$4.9B
| – | – |
-15,291
|
|
||
133
Rubrik
RBRK
$14.1B
| – | – |
-8,137
|
|