EPM

Equitec Proprietary Markets Portfolio holdings

AUM $16.8M
1-Year Est. Return 14.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$6.62M
3
+$4.24M
4
DNA icon
Ginkgo Bioworks
DNA
+$3.03M
5
AMZN icon
Amazon
AMZN
+$2.63M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$6.37M
4
CTXS
Citrix Systems Inc
CTXS
+$5.64M
5
ROG icon
Rogers Corp
ROG
+$5.42M

Sector Composition

1 Financials 28.94%
2 Industrials 24.89%
3 Technology 9%
4 Healthcare 5.35%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
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