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
$273M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$871K
3
+$705K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$667K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$617K

Top Sells

1
+$307K
2
+$285K
3
+$190K
4
VV icon
Vanguard Large-Cap ETF
VV
+$142K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$128K

Sector Composition

1 Technology 1.27%
2 Financials 0.44%
3 Healthcare 0.38%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57.6K 0.02%
2,169
+244
102
$57.2K 0.02%
2,000
103
$56.3K 0.02%
307
+7
104
$50.8K 0.02%
360
105
$50K 0.02%
55
+13
106
$49.8K 0.02%
2,020
+99
107
$49.3K 0.02%
+216
108
$47.5K 0.02%
1,000
109
$47.1K 0.02%
1,854
+92
110
$44.1K 0.02%
+200
111
$44.1K 0.02%
400
112
$43K 0.02%
+391
113
$42K 0.02%
343
114
$41K 0.02%
92
115
$39.6K 0.01%
800
116
$38.2K 0.01%
+1,072
117
$36.8K 0.01%
+269
118
$36.2K 0.01%
1,467
119
$33.6K 0.01%
170
120
$33.5K 0.01%
184
121
$33.4K 0.01%
1,748
122
$29.4K 0.01%
124
123
$28.9K 0.01%
+151
124
$28.6K 0.01%
400
-600
125
$28.4K 0.01%
882
3 4
5
6 7