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 Buys

1
+$926K
2
+$871K
3
+$705K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$667K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$617K

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
201
$5.7K ﹤0.01%
50
202
$5.55K ﹤0.01%
+10
203
$5.1K ﹤0.01%
+15
204
$5K ﹤0.01%
+16
205
$4.88K ﹤0.01%
+9
206
$4.76K ﹤0.01%
+27
207
$4.65K ﹤0.01%
100
-260
208
$4.59K ﹤0.01%
89
209
$4.5K ﹤0.01%
+152
210
$4.34K ﹤0.01%
+158
211
$4.32K ﹤0.01%
+31
212
$4.27K ﹤0.01%
+122
213
$4.08K ﹤0.01%
+21
214
$4.08K ﹤0.01%
+21
215
$3.87K ﹤0.01%
+33
216
$3.48K ﹤0.01%
+12
217
$3.38K ﹤0.01%
+16
218
$3.32K ﹤0.01%
+28
219
$3.08K ﹤0.01%
541
220
$3.08K ﹤0.01%
6,042
221
$2.9K ﹤0.01%
+23
222
$2.7K ﹤0.01%
+54
223
$2.5K ﹤0.01%
+53
224
$2.38K ﹤0.01%
+33
225
$2.34K ﹤0.01%
225
7 8
9
10 11