ETIA
Epic Trust Investment Advisors Portfolio holdings
AUM
$90.8M
This Quarter Return
+8.06%
1 Year Return
+22.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82M
AUM Growth
+$82M
(+23%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
9.32%
Top 10 Holdings %
Top 10 Hldgs %
40.6%
Holding
125
New
28
Increased
35
Reduced
44
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.93% |
| 2 | Financials | 4.63% |
| 3 | Healthcare | 3.87% |
| 4 | Consumer Discretionary | 3.55% |
| 5 | Communication Services | 3.1% |
