EFP

Envision Financial Planning Portfolio holdings

AUM $214M
1-Year Est. Return 7.88%
This Quarter Est. Return
1 Year Est. Return
+7.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$691K
3
+$677K
4
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$563K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$527K

Top Sells

1
+$261K
2
+$156K
3
+$24.1K
4
AAPL icon
Apple
AAPL
+$17.9K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.5K

Sector Composition

1 Materials 0.44%
2 Technology 0.35%
3 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$252K 0.19%
1,196
-85
27
$228K 0.17%
5,192
28
$218K 0.17%
+6,246
29
$208K 0.16%
1,683
+1
30
$203K 0.16%
+839
31
$203K 0.15%
453
-54
1
2