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
$47.3M
AUM Growth
-$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.76M

Sector Composition

1 Materials 93.89%
2 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.9M 75.88%
3,378,324
2
$7.81M 16.49%
497,950
3
$2.89M 6.11%
206,884
4
$720K 1.52%
127,341
5
-1,314,000