ETIA
Epic Trust Investment Advisors Portfolio holdings
AUM
$90.8M
This Quarter Return
+7.84%
1 Year Return
+22.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$70.4M
AUM Growth
+$70.4M
(-14%)
Cap. Flow
-$16.5M
Cap. Flow
% of AUM
-23.44%
Top 10 Holdings %
Top 10 Hldgs %
43.21%
Holding
129
New
15
Increased
18
Reduced
58
Closed
29
Top Buys
| 1 |
FT Vest US Equity Buffer ETF April
FAPR
|
$1.95M |
| 2 |
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
|
$1.09M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.08M |
| 4 |
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
|
$694K |
| 5 |
SPDR Gold Trust
GLD
|
$286K |
Top Sells
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Consumer Discretionary | 3.95% |
| 3 | Healthcare | 3.63% |
| 4 | Financials | 3.34% |
| 5 | Consumer Staples | 3.03% |
