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
$273M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Sells

1 +$307K
2 +$285K
3 +$190K
4
VV icon
Vanguard Large-Cap ETF
VV
+$142K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$128K

Sector Composition

1 Technology 1.27%
2 Financials 0.44%
3 Healthcare 0.38%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.3K 0.01%
400
152
$17.1K 0.01%
475
153
$15.9K 0.01%
414
154
$15.9K 0.01%
744
+219
155
$15.7K 0.01%
260
156
$15.7K 0.01%
469
157
$15.6K 0.01%
270
158
$15.3K 0.01%
66
159
$14.9K 0.01%
95
160
$14.6K 0.01%
125
161
$13.9K 0.01%
179
162
$13.9K 0.01%
328
-580
163
$13.9K 0.01%
212
164
$12.9K ﹤0.01%
175
165
$12.7K ﹤0.01%
+74
166
$12.7K ﹤0.01%
+38
167
$12.2K ﹤0.01%
207
168
$11.9K ﹤0.01%
262
169
$11.6K ﹤0.01%
+53
170
$10.9K ﹤0.01%
+43
171
$10.9K ﹤0.01%
100
172
$10.7K ﹤0.01%
170
-22
173
$10.5K ﹤0.01%
119
174
$10.5K ﹤0.01%
139
175
$10.3K ﹤0.01%
433