EP
Ehrenkranz Partners Portfolio holdings
AUM
$126M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$38.2M
(+43%)
Holding
52
Top Buys
| 1 | +$25.9M | |
| 2 | +$7.87M | |
| 3 | +$4.36M | |
| 4 |
State Street SPDR S&P Biotech ETF
XBI
|
+$1.47M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$979K |
Top Sells
| 1 | +$991K | |
| 2 | +$607K | |
| 3 | +$425K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$371K |
| 5 |
Martin Marietta Materials
MLM
|
+$306K |
Sector Composition
| 1 | Technology | 3.58% |
| 2 | Financials | 3.56% |
| 3 | Communication Services | 1.24% |
| 4 | Industrials | 0.9% |
| 5 | Consumer Discretionary | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$144B
| – | – |
-3,424
|
|
||
52
Union Pacific
UNP
$159B
| – | – |
-897
|
|