ETIA
Epic Trust Investment Advisors Portfolio holdings
AUM
$90.8M
This Quarter Return
-3.74%
1 Year Return
+22.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$72.2M
AUM Growth
+$72.2M
(+37%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
30.09%
Top 10 Holdings %
Top 10 Hldgs %
39.72%
Holding
110
New
43
Increased
33
Reduced
21
Closed
8
Top Buys
| 1 |
FT Vest US Equity Buffer ETF April
FAPR
|
$1.69M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.37M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.15M |
| 4 |
Apple
AAPL
|
$1.13M |
| 5 |
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
|
$995K |
Top Sells
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Healthcare | 5.15% |
| 3 | Financials | 5.05% |
| 4 | Communication Services | 4.11% |
| 5 | Consumer Discretionary | 3.63% |
