EFN

Equita Financial Network Portfolio holdings

AUM $318M
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.19M
3
+$2.52M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.23M

Top Sells

1
+$8.36M
2
+$413K
3
+$269K
4
AAPL icon
Apple
AAPL
+$204K
5
DUOL icon
Duolingo
DUOL
+$177K

Sector Composition

1 Technology 1.5%
2 Consumer Discretionary 1.02%
3 Communication Services 0.58%
4 Financials 0.19%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.83%
30,270
-26
27
$2.02M 0.68%
45,979
-2,602
28
$1.95M 0.66%
19,590
-244
29
$1.84M 0.62%
34,576
+11,507
30
$1.79M 0.6%
16,795
-1,218
31
$1.78M 0.6%
43,566
+11,712
32
$1.48M 0.5%
2,848
-39
33
$1.31M 0.44%
6,998
+253
34
$1.19M 0.4%
4,751
-212
35
$1.08M 0.37%
4,259
-905
36
$998K 0.34%
4,546
+1,343
37
$989K 0.33%
22,775
-102
38
$984K 0.33%
18,553
-1,159
39
$972K 0.33%
1,619
+295
40
$937K 0.32%
14,215
+1,196
41
$936K 0.32%
18,918
-3,496
42
$927K 0.31%
21,012
-289
43
$872K 0.29%
21,220
+8,473
44
$830K 0.28%
12,930
+3,542
45
$825K 0.28%
17,141
+4,733
46
$808K 0.27%
29,577
-569
47
$758K 0.26%
6,375
-175
48
$709K 0.24%
16,118
+475
49
$697K 0.24%
10,685
+92
50
$685K 0.23%
12,324
+7,496
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