EWF

Epstein & White Financial Portfolio holdings

AUM $379M
1-Year Est. Return 31.08%
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$24.4M
3
+$6.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.04M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.82M

Top Sells

1
+$28.4M
2
+$20.5M
3
+$9.15M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.81M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.06M

Sector Composition

1 Technology 2.46%
2 Healthcare 1.69%
3 Energy 1.5%
4 Communication Services 1.3%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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-643
81
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82
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83
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-4,266
84
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-5,433
1 2 3
4