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
$93.3M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 1.31%
2 Technology 0.36%
3 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,518