EWF

Epstein & White Financial Portfolio holdings

AUM $379M
1-Year Est. Return 31.08%
This Fund
S&P 500
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
+$31.9M
2
+$6.96M
3
+$4.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.24M

Top Sells

1
+$10.1M
2
+$8.67M
3
+$2.85M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.6M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.56M

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
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-7,856
102
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103
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104
– –
-10,741
105
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-6,164
106
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-10,105
107
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-9,470
108
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-2,437
109
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-1,721
110
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-2,050
111
– –
-4,115
1 2 3 4
5