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
$273M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$871K
3
+$705K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$667K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$617K

Top Sells

1
+$307K
2
+$285K
3
+$190K
4
VV icon
Vanguard Large-Cap ETF
VV
+$142K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$128K

Sector Composition

1 Technology 1.27%
2 Financials 0.44%
3 Healthcare 0.38%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
0
252
– –
-40
253
– –
-40
7 8 9 10
11