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
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$811K
3
+$750K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$495K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$340K

Top Sells

1
+$38.1K
2
+$10.6K

Sector Composition

1 Technology 0.39%
2 Healthcare 0.37%
3 Communication Services 0.28%
4 Industrials 0.25%
5 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$528K 0.28%
20,455
27
$483K 0.25%
1,405
28
$355K 0.19%
1,208
+99
29
$340K 0.18%
+2,635
30
$323K 0.17%
3,855
+252
31
$276K 0.15%
4,496
32
$253K 0.13%
5,626
33
$224K 0.12%
1,132
34
$200K 0.11%
+7,570
1
2