EPP

ETF Portfolio Partners Portfolio holdings

AUM $376M
1-Year Est. Return 10.28%
This Quarter Est. Return
1 Year Est. Return
+10.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$510K
3
+$508K
4
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$508K
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$508K

Top Sells

1
+$44.5K
2
+$34.6K
3
+$5.34K

Sector Composition

1 Healthcare 0.44%
2 Technology 0.35%
3 Industrials 0.27%
4 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.2%
6,562
+948
27
$295K 0.18%
1,109
28
$271K 0.16%
2,509
+29
29
$240K 0.15%
4,496
1
2