EFG

Erickson Financial Group Portfolio holdings

AUM $148M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.45M
3 +$1.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M

Sector Composition

1 Healthcare 1.09%
2 Technology 0.39%
3 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$219K 0.2%
1,754
-171