EPIM

Equinox Partners Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
-16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$9.07M

Top Sells

1 +$1.85M

Sector Composition

1 Real Estate 8.16%
2 Materials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.07M 8.16%
+733,665
2
$6.02M 5.41%
697,959
-214,874