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
$152M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$6.95M
3
+$4.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.21M

Top Sells

1
+$10.4M
2
+$8.74M
3
+$2.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.59M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.57M

Sector Composition

1 Communication Services 1.61%
2 Consumer Staples 1.55%
3 Technology 1.39%
4 Energy 1.18%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,741
102
– –
-1,721
103
– –
-2,050
104
– –
-4,115
105
– –
-4,476
106
– –
-3,344
107
– –
-2,654
108
– –
-6,164
109
– –
-10,105
110
– –
-9,470
111
– –
-2,437
1 2 3 4
5