EFP
EnRich Financial Partners Portfolio holdings
AUM
$326M
This Quarter Return
+9.19%
1 Year Return
+9.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$240M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.38%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.97% |
| 2 | Healthcare | 0.19% |
| 3 | Financials | 0.17% |
| 4 | Consumer Discretionary | 0.1% |
| 5 | Energy | 0.09% |
