EP
Essential Planning Portfolio holdings
AUM
$269M
This Quarter Return
+4.86%
1 Year Return
+8%
3 Year Return
+30.09%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+0.79%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
73.63%
Holding
65
New
1
Increased
17
Reduced
6
Closed
–
Top Buys
Top Sells
| 1 |
Lowe's Companies
LOW
|
$34.7K |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$7.25K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.3K |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$3.44K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.08K |
Sector Composition
| 1 | Healthcare | 3.59% |
| 2 | Technology | 1.95% |
| 3 | Financials | 0.91% |
| 4 | Communication Services | 0.44% |
| 5 | Consumer Discretionary | 0.4% |
