EFG
Erickson Financial Group Portfolio holdings
AUM
$148M
1-Year Est. Return
13.59%
1 Year Est. Return
+13.59%
AUM
$134M
AUM Growth
-$6.5M
(-4.6%)
Holding
26
Top Buys
| 1 | +$254K | |
| 2 | +$140K | |
| 3 | +$110K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$90.2K |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$89.8K |
Top Sells
| 1 | +$304K | |
| 2 | +$204K | |
| 3 | +$127K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$127K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$88.6K |
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Healthcare | 0.44% |
| 3 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ProShares Ultra S&P500
SSO
$7.74B
| $204K | 0.15% |
2,470
+37
|
|