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
$205M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$16.7M
2 +$16.3M
3 +$15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.88M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.3M 29.51%
750,870
-208,100
2
$59.9M 29.28%
1,133,300
-307,800
3
$54.9M 26.85%
683,425
-187,300
4
$29.4M 14.36%
268,430
-72,000