EFP
EnRich Financial Partners Portfolio holdings
AUM
$326M
1-Year Return
9.67%
This Quarter Return
+5.18%
1 Year Return
+9.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
+$27.3M
(+11%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
72.07%
Holding
206
New
153
Increased
22
Reduced
20
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Financials | 0.42% |
| 3 | Healthcare | 0.39% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Consumer Staples | 0.29% |
