EPM

Equitec Proprietary Markets Portfolio holdings

AUM $25.1M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 38.66%
2 Healthcare 13.08%
3 Consumer Discretionary 11.98%
4 Technology 6.31%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
0
253
0
254
0