EP

Essential Planning Portfolio holdings

AUM $290M
1-Year Est. Return 7.7%
This Quarter Est. Return
1 Year Est. Return
+7.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.3B
2
+$3.13B
3
+$964M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$925M
5
LLY icon
Eli Lilly
LLY
+$584M

Top Sells

1
+$5.13M

Sector Composition

1 Healthcare 4.12%
2 Technology 1.32%
3 Financials 0.97%
4 Industrials 0.75%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$439K ﹤0.01%
+715
277
$432K ﹤0.01%
+7,030
278
$431K ﹤0.01%
+13,780
279
$430K ﹤0.01%
+11,960
280
$428K ﹤0.01%
+11,440
281
$427K ﹤0.01%
+21,970
282
$406K ﹤0.01%
+2,577
283
$394K ﹤0.01%
+8,400
284
$391K ﹤0.01%
+4,290
285
$387K ﹤0.01%
+2,877
286
$384K ﹤0.01%
+6,870
287
$384K ﹤0.01%
+15,730
288
$372K ﹤0.01%
+1,053
289
$347K ﹤0.01%
+15,456
290
$326K ﹤0.01%
+3,250
291
$314K ﹤0.01%
+13,240
292
$280K ﹤0.01%
+1,453
293
$275K ﹤0.01%
+9,100
294
$272K ﹤0.01%
+4,440
295
$264K ﹤0.01%
+13,110
296
$252K ﹤0.01%
+11,960
297
$252K ﹤0.01%
+6,500
298
$238K ﹤0.01%
+1,170
299
$237K ﹤0.01%
+1,495
300
$234K ﹤0.01%
+7,505
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