EP

Essential Planning Portfolio holdings

AUM $269M
1-Year Est. Return 8%
This Quarter Est. Return
1 Year Est. Return
+8%
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
301
$224K ﹤0.01%
+13,130
302
$224K ﹤0.01%
+975
303
$221K ﹤0.01%
+2,000
304
$215K ﹤0.01%
+424
305
$207K ﹤0.01%
+455
306
$206K ﹤0.01%
+65
307
$201K ﹤0.01%
+2,210
308
$163K ﹤0.01%
+9,194
309
$158K ﹤0.01%
+15,600
310
$112K ﹤0.01%
+84,370
311
$93.6K ﹤0.01%
+18,395
312
$57.5K ﹤0.01%
+10,140
313
$42K ﹤0.01%
+13,000
314
-213,736