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
$267M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.83M
3
+$1.37M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.15M

Top Sells

1
+$825K
2
+$783K
3
+$552K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$343K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$140K

Sector Composition

1 Technology 1.06%
2 Financials 0.42%
3 Healthcare 0.39%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81.2K 0.03%
+500
77
$77.7K 0.03%
+1,349
78
$75.3K 0.03%
+1,736
79
$75K 0.03%
+3,046
80
$74.3K 0.03%
+153
81
$73.2K 0.03%
+2,697
82
$72.2K 0.03%
+256
83
$69.9K 0.03%
+499
84
$64.4K 0.02%
+145
85
$64.2K 0.02%
+402
86
$63.5K 0.02%
+2,102
87
$62.7K 0.02%
+908
88
$62.6K 0.02%
+980
89
$61.8K 0.02%
+600
90
$59.7K 0.02%
+1,575
91
$59.7K 0.02%
+1,185
92
$58.8K 0.02%
+360
93
$58.4K 0.02%
+2,000
94
$58.2K 0.02%
+450
95
$56.5K 0.02%
+2,898
96
$49.9K 0.02%
+1,000
97
$48.6K 0.02%
+1,925
98
$48.1K 0.02%
+1,921
99
$45.7K 0.02%
+300
100
$45.4K 0.02%
+400
2 3
4
5 6