EP
Essential Planning Portfolio holdings
AUM
$269M
This Quarter Return
-4.57%
1 Year Return
+8%
3 Year Return
+30.09%
5 Year Return
–
10 Year Return
–
AUM
$17.3M
AUM Growth
–
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.65%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 3.51% |
| 3 | Consumer Staples | 2.19% |
| 4 | Industrials | 1.7% |
| 5 | Communication Services | 1.24% |
