EFP

EnRich Financial Partners Portfolio holdings

AUM $326M
1-Year Est. Return 9.67%
This Quarter Est. Return
1 Year Est. Return
+9.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$919K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.11M
3
+$1.07M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$996K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$736K

Top Sells

1
+$272K
2
+$236K
3
+$176K
4
VUG icon
Vanguard Growth ETF
VUG
+$137K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110K

Sector Composition

1 Technology 1.24%
2 Financials 0.48%
3 Healthcare 0.33%
4 Consumer Staples 0.26%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-193
227
– –
-950
228
– –
-73
229
– –
-1,007
230
– –
-12
6 7 8 9
10