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
$299M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.44M
3
+$1.14M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.08M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$890K

Top Sells

1
+$99K
2
+$83.1K
3
+$77.9K
4
ADI icon
Analog Devices
ADI
+$49.3K
5
ICE icon
Intercontinental Exchange
ICE
+$36.8K

Sector Composition

1 Technology 1.17%
2 Financials 0.43%
3 Healthcare 0.36%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-21
252
– –
-38
253
– –
0
7 8 9 10
11