EFM

Equinox Fund Management Portfolio holdings

AUM $187M
1-Year Est. Return 0.08%
This Quarter Est. Return
1 Year Est. Return
+0.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$30.7M
2 +$30.6M
3 +$27.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$85.4M 29.61%
1,069,970
-383,500
2
$84.8M 29.43%
1,609,100
-582,000
3
$77.7M 26.94%
971,725
-343,500
4
$40.4M 14.01%
379,430
-139,000