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
$188M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$6.75M
3
+$989K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$741K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$489K

Top Sells

1
+$31.5K
2
+$20.9K
3
+$7.12K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.63K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$4.95K

Sector Composition

1 Healthcare 0.36%
2 Technology 0.27%
3 Communication Services 0.26%
4 Industrials 0.24%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$511K 0.27%
20,106
27
$499K 0.27%
10,080
28
$454K 0.24%
1,405
29
$400K 0.21%
2,635
30
$298K 0.16%
3,591
-56
31
$271K 0.14%
1,109
32
$257K 0.14%
4,496
33
$238K 0.13%
5,626
-6
34
$235K 0.13%
1,132
1
2