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
$123M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$8.85M
3 +$5.77M
4
SLH
SOLERA HOLDINGS, INC. COM
SLH
+$4.63M
5
HME
HOME PROPERTIES, INC
HME
+$4.61M

Top Sells

1 +$16.4M
2 +$12.5M
3 +$9.27M
4
ABBV icon
AbbVie
ABBV
+$5.44M
5
NFLX icon
Netflix
NFLX
+$5.29M

Sector Composition

1 Communication Services 13.18%
2 Industrials 10.8%
3 Energy 8.14%
4 Financials 6.31%
5 Technology 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0