EP
Ehrenkranz Partners Portfolio holdings
AUM
$114M
1 Year Est. Return
–
AUM
$114M
AUM Growth
–
Holding
32
Top Buys
| 1 | +$23.3M | |
| 2 | +$16.4M | |
| 3 | +$12.7M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$8.19M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.44% |
| 2 | Technology | 0.81% |
| 3 | Communication Services | 0.46% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Consumer Staples | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amphenol
APH
$172B
| $297K | 0.26% |
+2,400
|
|
||
27
Alphabet (Google) Class C
GOOG
$3.86T
| $268K | 0.23% |
+1,100
|
|
||
28
Visa
V
$645B
| $265K | 0.23% |
+775
|
|
||
29
Meta Platforms (Facebook)
META
$1.63T
| $257K | 0.23% |
+350
|
|
||
30
Apple
AAPL
$4.12T
| $237K | 0.21% |
+930
|
|
||
31
Blackstone
BX
$113B
| $222K | 0.19% |
+1,300
|
|
||
32
Coca-Cola
KO
$315B
| $214K | 0.19% |
+3,200
|
|