EP

Equius Partners Portfolio holdings

AUM $324M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
-8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$4.08M
2 +$3.06M
3 +$1.97M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$35.8K
5
AAPL icon
Apple
AAPL
+$27.4K

Sector Composition

1 Technology 0.34%
2 Industrials 0.13%
3 Healthcare 0.08%
4 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEUE
26
DELISTED
NeueHealth
NEUE
$54.2K 0.02%
1,042
KBNT
27
DELISTED
Kubient, Inc. Common Stock
KBNT
$30.8K 0.01%
48,125
APTO
28
DELISTED
Aptose Biosciences, Inc.
APTO
$14.5K ﹤0.01%
56