EFG
Erickson Financial Group Portfolio holdings
AUM
$159M
1-Year Est. Return
15.25%
1 Year Est. Return
+15.25%
AUM
$159M
AUM Growth
+$11.2M
(+7.6%)
Holding
26
Top Buys
| 1 | +$376K | |
| 2 | +$267K | |
| 3 | +$121K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$82.8K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$74.1K |
Top Sells
| 1 | +$184K | |
| 2 | +$145K | |
| 3 | +$94.9K | |
| 4 |
Invesco NASDAQ Next Gen 100 ETF
QQQJ
|
+$69.5K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$64.8K |
Sector Composition
| 1 | Technology | 0.65% |
| 2 | Healthcare | 0.42% |
| 3 | Consumer Staples | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| $260K | 0.16% |
2,734
-89
|
|