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
$240M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$24.8M
3 +$24.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.7M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$16M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$70.5K 0.03%
+557