ETIA

Epic Trust Investment Advisors Portfolio holdings

AUM $90.8M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.2M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$891K
3
+$371K
4
XBJA icon
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
+$360K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$349K

Top Sells

1
+$798K
2
+$678K
3
+$548K
4
IXN icon
iShares Global Tech ETF
IXN
+$538K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$522K

Sector Composition

1 Technology 5.46%
2 Financials 3.77%
3 Industrials 3.45%
4 Healthcare 3.15%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.32%
+343
77
$201K 0.31%
3,786
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4