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
$97.7M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M

Top Sells

1 +$290K

Sector Composition

1 Materials 11.04%
2 Real Estate 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.8M 11.04%
2,051,503
+1,353,544
2
$9.48M 9.7%
711,865
-21,800