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
$49.1M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M

Top Sells

1 +$169K

Sector Composition

1 Materials 94.11%
2 Communication Services 5.89%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.9M 73.17%
3,378,324
+1,470,302
2
$7.81M 15.9%
497,950
3
$2.89M 5.89%
206,884
4
$1.76M 3.58%
1,314,000
5
$720K 1.47%
127,341
6
-1,157,635