EFN

Equita Financial Network Portfolio holdings

AUM $296M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.47M
3
+$2.39M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.61M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.31M

Top Sells

1
+$5.7M
2
+$617K
3
+$394K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$356K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$261K

Sector Composition

1 Technology 1.38%
2 Consumer Discretionary 0.86%
3 Real Estate 0.47%
4 Communication Services 0.35%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.24%
846
+53
52
$694K 0.24%
1,480
53
$693K 0.24%
26,373
-339
54
$625K 0.22%
15,459
-1,971
55
$604K 0.21%
7,398
-661
56
$543K 0.19%
15,576
+3,635
57
$536K 0.19%
21,579
-5,021
58
$536K 0.19%
9,939
+777
59
$532K 0.19%
11,167
60
$486K 0.17%
1,878
-97
61
$478K 0.17%
829
+279
62
$428K 0.15%
1,745
+587
63
$418K 0.15%
6,420
-2
64
$405K 0.14%
1,827
-118
65
$402K 0.14%
6,389
+2,083
66
$401K 0.14%
8,471
+2,164
67
$376K 0.13%
705
+175
68
$317K 0.11%
2,455
+64
69
$311K 0.11%
5,230
70
$291K 0.1%
+13,258
71
$290K 0.1%
3,198
-1
72
$288K 0.1%
1,395
73
$280K 0.1%
+1,812
74
$277K 0.1%
+768
75
$268K 0.09%
10,715
-14
1 2
3
4