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
$227M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$47.7M
2 +$1.72M
3 +$1.11M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.07M
5
NVDA icon
NVIDIA
NVDA
+$748K

Top Sells

1 +$42.7M
2 +$503K
3 +$268K
4
GPK icon
Graphic Packaging
GPK
+$219K
5
VZ icon
Verizon
VZ
+$205K

Sector Composition

1 Healthcare 4.9%
2 Technology 2.14%
3 Financials 0.82%
4 Communication Services 0.38%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,445