EFP

EnRich Financial Partners Portfolio holdings

AUM $367M
1-Year Est. Return 14.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.97%
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
+$1.43M
2
+$1.12M
3
+$1.11M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$1.01M
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$740K

Top Sells

1
+$283K
2
+$243K
3
+$184K
4
VUG icon
Vanguard Growth ETF
VUG
+$135K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$111K

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
– –
-53
227
– –
-630
228
– –
-123
229
– –
-6,042
230
– –
-193
6 7 8 9
10