EPM

Equitec Proprietary Markets Portfolio holdings

AUM $20.8M
1-Year Est. Return 180.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+180.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$77.9M
2
+$11.1M
3
+$8.67M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.66M
5
RILY icon
BRC Group Holdings
RILY
+$2.5M

Top Sells

1
+$4.21M
2
+$3.58M
3
+$2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.94M
5
NFLX icon
Netflix
NFLX
+$1.7M

Sector Composition

1 Consumer Discretionary 49.96%
2 Financials 15.64%
3 Technology 13.65%
4 Industrials 3.66%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
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