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
$140M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$6.14M
2 +$1.64M
3 +$293K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$259K
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$239K

Sector Composition

1 Technology 0.61%
2 Healthcare 0.41%
3 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$223K 0.16%
+2,476