EFN
Equita Financial Network Portfolio holdings
AUM
$251M
This Quarter Return
-3.23%
1 Year Return
+11.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.73%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$17.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$10.8M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$8.38M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$7.84M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$7.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 0.86% |
| 2 | Technology | 0.74% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Healthcare | 0.28% |
