EFN

Equita Financial Network Portfolio holdings

AUM $251M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.8M
3
+$8.38M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.84M
5
AVUV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.15%
+930
52
$237K 0.15%
+4,954
53
$234K 0.14%
+597
54
$223K 0.14%
+7,376
55
$213K 0.13%
+10,073
56
$208K 0.13%
+1,270
57
$128K 0.08%
+10,000
1 2
3