EFG
Ehrlich Financial Group Portfolio holdings
AUM
$154M
1-Year Return
10.49%
This Quarter Return
+8.81%
1 Year Return
+10.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.7M
AUM Growth
–
Cap. Flow
+$99.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$7.67M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$7.36M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$4.11M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.85M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Financials | 1.13% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Healthcare | 0.32% |
| 5 | Industrials | 0.23% |
