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EFS

Essex Financial Services Portfolio holdings

AUM $1.78B
1-Year Est. Return 23.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.18M
3
+$1.94M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.68M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.66M

Top Sells

1
+$1.65M
2
+$1.47M
3
+$1.15M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 15.13%
2 Financials 7.41%
3 Industrials 5.5%
4 Healthcare 5%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$210K 0.01%
+984
702
$210K 0.01%
+1,304
703
$210K 0.01%
+2,303
704
$209K 0.01%
+2,469
705
$209K 0.01%
+1,992
706
$209K 0.01%
11,348
-1,962
707
$209K 0.01%
+2,761
708
$208K 0.01%
+1,735
709
$208K 0.01%
3,092
-376
710
$208K 0.01%
+2,330
711
$207K 0.01%
+8,743
712
$207K 0.01%
+842
713
$206K 0.01%
+3,820
714
$206K 0.01%
+2,754
715
$206K 0.01%
+1,050
716
$205K 0.01%
+1,638
717
$204K 0.01%
+3,750
718
$204K 0.01%
+4,318
719
$203K 0.01%
16,642
+2
720
$202K 0.01%
+6,265
721
$201K 0.01%
+2,240
722
$201K 0.01%
1,630
-498
723
$201K 0.01%
13,683
-1,051
724
$200K 0.01%
+2,719
725
$190K 0.01%
12,650
27 28
29
30 31