EFS

Essex Financial Services Portfolio holdings

AUM $1.76B
1-Year Est. Return 21.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.46M
3
+$1.14M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
TSLA icon
Tesla
TSLA
+$770K

Top Sells

1
+$6.24M
2
+$5.44M
3
+$4.71M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.99M

Sector Composition

1 Healthcare 18.09%
2 Financials 15.7%
3 Industrials 14.74%
4 Technology 10.62%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
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