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
$299M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.44M
3
+$1.14M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.08M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$890K

Top Sells

1
+$99K
2
+$83.1K
3
+$77.9K
4
ADI icon
Analog Devices
ADI
+$49.3K
5
ICE icon
Intercontinental Exchange
ICE
+$36.8K

Sector Composition

1 Technology 1.17%
2 Financials 0.43%
3 Healthcare 0.36%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.2K 0.01%
119
127
$24.9K 0.01%
258
+7
128
$24.4K 0.01%
132
129
$22.8K 0.01%
273
130
$22.4K 0.01%
328
131
$22K 0.01%
247
+1
132
$21K 0.01%
251
133
$20.8K 0.01%
100
134
$20.8K 0.01%
123
-15
135
$20.6K 0.01%
+191
136
$20.6K 0.01%
311
137
$20.3K 0.01%
69
-10
138
$19.9K 0.01%
223
-12
139
$19.8K 0.01%
247
140
$19.8K 0.01%
189
-27
141
$19.4K 0.01%
101
142
$19K 0.01%
245
143
$18.9K 0.01%
190
-13
144
$18.9K 0.01%
74
145
$18.5K 0.01%
327
146
$18.2K 0.01%
950
147
$18.1K 0.01%
700
148
$17.8K 0.01%
469
149
$17.3K 0.01%
125
150
$16.9K 0.01%
414
4 5
6
7 8