ETIA
Epic Trust Investment Advisors Portfolio holdings
AUM
$90.8M
This Quarter Return
+4.39%
1 Year Return
+22.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.8M
AUM Growth
+$90.8M
(+12%)
Cap. Flow
+$8.04M
Cap. Flow
% of AUM
8.86%
Top 10 Holdings %
Top 10 Hldgs %
45.36%
Holding
118
New
10
Increased
57
Reduced
33
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.54M |
| 2 |
NVIDIA
NVDA
|
$1.34M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$1.13M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$1.12M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 11.97% |
| 2 | Consumer Discretionary | 4.65% |
| 3 | Healthcare | 3.44% |
| 4 | Financials | 3.32% |
| 5 | Consumer Staples | 2.86% |
