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
101
$44.8K 0.02%
+1,762
102
$42.3K 0.02%
+343
103
$40.2K 0.02%
+800
104
$39.1K 0.01%
+92
105
$37.2K 0.01%
+1,467
106
$36.8K 0.01%
+1,698
107
$35.5K 0.01%
+184
108
$33.3K 0.01%
+124
109
$32.8K 0.01%
+42
110
$32.5K 0.01%
+882
111
$30.8K 0.01%
+1,748
112
$30.7K 0.01%
+950
113
$30.7K 0.01%
+251
114
$29.9K 0.01%
+170
115
$28.4K 0.01%
+250
116
$26.8K 0.01%
+630
117
$24.9K 0.01%
+119
118
$22.9K 0.01%
+263
119
$22.7K 0.01%
+145
120
$21.8K 0.01%
+273
121
$21.7K 0.01%
+375
122
$21.6K 0.01%
+245
123
$21.3K 0.01%
+233
124
$21.3K 0.01%
+132
125
$21.1K 0.01%
+79
3 4
5
6 7