EPP

ETF Portfolio Partners Portfolio holdings

AUM $361M
1-Year Est. Return 10.83%
This Quarter Est. Return
1 Year Est. Return
+10.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.13M
3
+$566K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$537K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$456K

Top Sells

1
+$4.41M
2
+$1.04M
3
+$555K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$486K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K

Sector Composition

1 Healthcare 0.36%
2 Communication Services 0.3%
3 Technology 0.29%
4 Industrials 0.23%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$512K 0.31%
20,106
27
$479K 0.29%
10,080
28
$379K 0.23%
1,405
29
$314K 0.19%
2,635
30
$296K 0.18%
3,647
-6,835
31
$274K 0.17%
1,109
32
$266K 0.16%
4,496
33
$225K 0.14%
+5,632
34
$215K 0.13%
1,132
1
2