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
$277M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.51M
3
+$1.06M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$910K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$817K

Top Sells

1
+$219K
2
+$215K
3
+$209K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$156K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$154K

Sector Composition

1 Technology 1.07%
2 Consumer Discretionary 0.79%
3 Real Estate 0.49%
4 Healthcare 0.22%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.09%
530
-5
77
$237K 0.09%
5,807
-1
78
$230K 0.08%
+1,189
79
$223K 0.08%
2,687
80
$210K 0.08%
2,740
-1,702
81
– –
-1,343
82
– –
-1,262
1 2 3
4