EFP
Elser Financial Planning Portfolio holdings
AUM
$80.2M
This Quarter Return
+0.45%
1 Year Return
-3.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$599M
AUM Growth
–
Cap. Flow
+$599M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.84%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.65% |
| 2 | Healthcare | 3.82% |
| 3 | Technology | 1.78% |
| 4 | Consumer Discretionary | 0.37% |
| 5 | Communication Services | 0.35% |
