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
$66.5M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$514K
2 +$396K
3 +$304K
4
AMZN icon
Amazon
AMZN
+$285K
5
CAT icon
Caterpillar
CAT
+$274K

Sector Composition

1 Technology 10.62%
2 Financials 5.55%
3 Healthcare 5.08%
4 Industrials 4.91%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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102
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103
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104
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105
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106
-1,939
107
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109
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110
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