ET

Equitable Trust Portfolio holdings

AUM $2.24B
1-Year Est. Return 28.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$68.3M
3
+$36.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$29.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$16M

Top Sells

1
+$9.93M
2
+$5.95M
3
+$5.84M
4
IAU icon
iShares Gold Trust
IAU
+$5.6M
5
AMGN icon
Amgen
AMGN
+$4.74M

Sector Composition

1 Technology 17.24%
2 Financials 11.01%
3 Healthcare 8.95%
4 Industrials 6.52%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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