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
126
$29.5K 0.01%
166
+110
127
$28.8K 0.01%
258
128
$28.3K 0.01%
250
129
$28K 0.01%
233
130
$27.1K 0.01%
882
131
$26.2K 0.01%
118
-1
132
$25.5K 0.01%
132
133
$24.3K 0.01%
74
134
$23K 0.01%
159
+64
135
$22.6K 0.01%
100
136
$22.4K 0.01%
248
+1
137
$20.6K 0.01%
273
138
$20.3K 0.01%
251
139
$20.2K 0.01%
191
140
$20K 0.01%
245
141
$19.4K 0.01%
247
142
$19.3K 0.01%
831
+87
143
$18.5K 0.01%
328
144
$18K 0.01%
+26
145
$17.6K 0.01%
69
146
$17.4K 0.01%
125
147
$17.1K 0.01%
101
148
$17K 0.01%
223
149
$16K 0.01%
189
150
$15.6K 0.01%
311
4 5
6
7 8