EPM

Equitec Proprietary Markets Portfolio holdings

AUM $16.8M
1-Year Est. Return 14.2%
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$10.9M
3
+$8.42M
4
HAR
Harman International Industries
HAR
+$6.17M
5
KANG
iKang Healthcare Group, Inc.
KANG
+$5.92M

Top Sells

1
+$21.3M
2
+$3.4M
3
+$2.1M
4
AVGO icon
Broadcom
AVGO
+$1.15M
5
CVT
CVENT, INC.
CVT
+$1.03M

Sector Composition

1 Healthcare 16.01%
2 Technology 12.49%
3 Financials 7.01%
4 Materials 6.22%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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