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
$266M
AUM Growth
+$3.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.09M
3
+$2.56M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.32M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.46M

Top Sells

1
+$4.02M
2
+$234K
3
+$186K
4
VZ icon
Verizon
VZ
+$8.51K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$8.11K

Sector Composition

1 Technology 1.14%
2 Industrials 0.35%
3 Healthcare 0.27%
4 Communication Services 0.19%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$878K 0.33%
8,665
-70
27
$818K 0.31%
7,460
-14
28
$696K 0.26%
13,471
+57
29
$641K 0.24%
24,746
30
$634K 0.24%
11,546
-3,392
31
$628K 0.24%
1,405
32
$609K 0.23%
16,013
+753
33
$521K 0.2%
20,455
34
$462K 0.17%
12,480
-219
35
$419K 0.16%
822
36
$372K 0.14%
2,027
37
$346K 0.13%
3,700
38
$317K 0.12%
+12,886
39
$312K 0.12%
2,088
40
$294K 0.11%
1,661
41
$278K 0.1%
+3,773
42
$264K 0.1%
+12,436
43
$263K 0.1%
5,626
44
$253K 0.1%
+10,049
45
$252K 0.09%
817
46
$247K 0.09%
1,164
47
$237K 0.09%
1,269
48
$234K 0.09%
1,090
49
$233K 0.09%
+978
50
$229K 0.09%
4,496
-167
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