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
$155M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$6.14M
3 +$3.89M
4
ITRG
Integra Resources
ITRG
+$1.7M

Top Sells

1 +$1.48M

Sector Composition

1 Materials 70.87%
2 Energy 27.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.2M 40.07%
36,225,936
2
$35.1M 22.62%
6,339,535
+1,108,706
3
$16.2M 10.42%
6,032,986
+1,450,000
4
$11.1M 7.14%
749,576
-100,400
5
$9.5M 6.12%
5,372,000
6
$8.05M 5.19%
8,815,130
+1,857,264
7
$7.74M 4.98%
+799,946
8
$2.99M 1.93%
1,606,335
9
$2.38M 1.53%
131,673