EP

EPIQ Partners Portfolio holdings

AUM $214M
1-Year Est. Return 10.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.77M
2 +$4.47M
3 +$1.99M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.36M

Top Sells

1 +$6.52M
2 +$3.15M
3 +$435K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$276K
5
TGT icon
Target
TGT
+$256K

Sector Composition

1 Financials 19.32%
2 Utilities 6.68%
3 Consumer Staples 6.03%
4 Technology 3.44%
5 Real Estate 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,892