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
126
$20.8K 0.01%
+153
127
$20K 0.01%
+469
128
$19.9K 0.01%
+700
129
$19.9K 0.01%
+400
130
$19.6K 0.01%
+101
131
$19.2K 0.01%
+247
132
$18.9K 0.01%
+311
133
$18.6K 0.01%
+251
134
$18.6K 0.01%
+216
135
$18.5K 0.01%
+100
136
$18K 0.01%
+235
137
$17.9K 0.01%
+475
138
$17.7K 0.01%
+414
139
$16.5K 0.01%
+207
140
$16.3K 0.01%
+260
141
$16.3K 0.01%
+360
142
$16.3K 0.01%
+179
143
$15.5K 0.01%
+270
144
$15K 0.01%
+95
145
$14.9K 0.01%
+125
146
$14.8K 0.01%
+212
147
$14.2K 0.01%
+66
148
$13.1K ﹤0.01%
+139
149
$12.9K ﹤0.01%
+72
150
$12.7K ﹤0.01%
+175
4 5
6
7 8