ETIA
Epic Trust Investment Advisors Portfolio holdings
AUM
$90.8M
This Quarter Return
-3.99%
1 Year Return
+22.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$64.2M
AUM Growth
+$64.2M
(-6.8%)
Cap. Flow
-$1.32M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
101
New
22
Increased
16
Reduced
30
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Financials | 3.77% |
| 3 | Industrials | 3.45% |
| 4 | Healthcare | 3.15% |
| 5 | Consumer Discretionary | 1.69% |
