EFN
Equita Financial Network Portfolio holdings
AUM
$318M
1-Year Est. Return
16.52%
This Fund
S&P 500
1 Year Est. Return
+16.52%
AUM
$318M
AUM Growth
-$13.8M
(-4.2%)
Holding
102
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.38M | |
| 3 | +$1.24M | |
| 4 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$1.08M |
| 5 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
+$839K |
Top Sells
| 1 | +$3.67M | |
| 2 | +$3.18M | |
| 3 | +$3.11M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.41M |
Sector Composition
| 1 | Technology | 1.66% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Communication Services | 0.76% |
| 4 | Financials | 0.09% |
| 5 | Consumer Staples | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
T. Rowe Price Growth Stock ETF
TGRW
$1B
| – | – |
-4,551
|
|
||
102
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| – | – |
-23,991
|
|