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
$68.4M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.65M
3
+$8.58M
4
DELL icon
Dell
DELL
+$2.37M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$2.11M

Top Sells

1
+$11.6M
2
+$7.6M
3
+$7.04M
4
AABA
Altaba Inc
AABA
+$6.38M
5
VZ icon
Verizon
VZ
+$3.79M

Sector Composition

1 Financials 36.77%
2 Energy 12.58%
3 Healthcare 11.55%
4 Industrials 7.67%
5 Consumer Staples 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
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