EFS
Edelman Financial Services Portfolio holdings
AUM
$11B
1-Year Est. Return
9.53%
1 Year Est. Return
+9.53%
AUM
$10.5B
AUM Growth
+$420M
(+4.2%)
Holding
29
Top Buys
| 1 | +$38.6M | |
| 2 | +$35.3M | |
| 3 | +$35.2M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$27M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$9.81M |
Top Sells
| 1 | +$5.4M | |
| 2 | +$4.49M | |
| 3 | +$3.12M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.97M |
| 5 |
Amplify Cybersecurity ETF
HACK
|
+$678K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ARK Genomic Revolution ETF
ARKG
$1.21B
| $2.19M | 0.02% |
75,326
-20,171
|
|
||
27
Invesco Global Clean Energy ETF
PBD
$149M
| $710K | 0.01% |
60,078
+2,769
|
|
||
28
Vanguard Value ETF
VTV
$153B
| $681K | 0.01% |
6,556
+973
|
|
||
29
Vanguard Mid-Cap ETF
VO
$89.2B
| $369K | ﹤0.01% |
2,341
+174
|
|