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
$239M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.49M
3
+$1.32M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.28M

Top Sells

1
+$1.27M
2
+$1.14M
3
+$615K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$497K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$282K

Sector Composition

1 Technology 0.97%
2 Consumer Discretionary 0.59%
3 Real Estate 0.58%
4 Healthcare 0.28%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.09%
+3,301
77
$202K 0.08%
1,222
+70
78
$201K 0.08%
2,399
-2,040
79
– –
-2,975
80
– –
-9,972
81
– –
-10,485
82
– –
-64,992
83
– –
-9,711
1 2 3
4