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
76
$286K 0.1%
+5,649
77
$281K 0.09%
890
-72
78
$277K 0.09%
8,667
-1,141
79
$272K 0.09%
1,334
+4
80
$271K 0.09%
540
-255
81
$268K 0.09%
1,937
-83
82
$262K 0.09%
813
-528
83
$256K 0.09%
+1,050
84
$238K 0.08%
4,991
-528
85
$232K 0.08%
9,957
+33
86
$225K 0.08%
2,403
-151
87
$207K 0.07%
+4,551
88
$204K 0.07%
+1,976
89
$202K 0.07%
+2,025
90
$186K 0.06%
14,159
91
$12.8K ﹤0.01%
10,000
1 2 3
4