EFS

Essex Financial Services Portfolio holdings

AUM $1.67B
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.05M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.31M
5
PFE icon
Pfizer
PFE
+$1.21M

Top Sells

1
+$1.69B
2
+$2.47M
3
+$2.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.05M
5
AMZN icon
Amazon
AMZN
+$2.01M

Sector Composition

1 Technology 15.79%
2 Healthcare 12.96%
3 Industrials 10.66%
4 Financials 9.03%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
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