EFS
Edelman Financial Services Portfolio holdings
AUM
$11B
1-Year Est. Return
9.53%
1 Year Est. Return
+9.53%
AUM
$11B
AUM Growth
+$471M
(+4.5%)
Holding
29
Top Buys
| 1 | +$28.4M | |
| 2 | +$27.5M | |
| 3 | +$26.4M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$23.8M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$8.51M |
Top Sells
| 1 | +$60M | |
| 2 | +$6.3M | |
| 3 | +$2.29M | |
| 4 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$1.8M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.67M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.63M
| $2.25M | 0.02% |
72,580
-4,584
|
|
||
27
Invesco Global Clean Energy ETF
PBD
$148M
| $768K | 0.01% |
64,138
+4,060
|
|
||
28
Vanguard Value ETF
VTV
$153B
| $729K | 0.01% |
6,585
+29
|
|
||
29
Vanguard Mid-Cap ETF
VO
$89.2B
| $384K | ﹤0.01% |
2,341
|
|