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
$300M
AUM Growth
+$919K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.11M
3
+$1.07M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$996K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$736K

Top Sells

1
+$272K
2
+$236K
3
+$176K
4
VUG icon
Vanguard Growth ETF
VUG
+$137K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110K

Sector Composition

1 Technology 1.24%
2 Financials 0.48%
3 Healthcare 0.33%
4 Consumer Staples 0.26%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65.2K 0.02%
1,736
102
$62.6K 0.02%
3,384
+260
103
$61.7K 0.02%
2,800
104
$59.2K 0.02%
1,000
105
$59K 0.02%
450
106
$58.5K 0.02%
307
107
$52.4K 0.02%
1,870
108
$50.1K 0.02%
2,500
-383
109
$49.6K 0.02%
400
110
$49.5K 0.02%
2,016
-4
111
$49.4K 0.02%
200
112
$47.4K 0.02%
343
113
$46.9K 0.02%
+1,120
114
$46.1K 0.02%
1,854
115
$45.8K 0.02%
92
116
$45.5K 0.02%
1,072
117
$45.3K 0.02%
1,739
+272
118
$41K 0.01%
360
119
$39.8K 0.01%
1,748
120
$32.7K 0.01%
42
121
$32.6K 0.01%
184
122
$31.4K 0.01%
124
123
$31.2K 0.01%
+137
124
$31.2K 0.01%
412
+273
125
$30.6K 0.01%
400
3 4
5
6 7