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EPP

ETF Portfolio Partners Portfolio holdings

AUM $381M
1-Year Est. Return 12.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$903K
3
+$583K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$566K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$461K

Top Sells

1
+$3.45M
2
+$2.64M
3
+$1.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$639K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$565K

Sector Composition

1 Technology 1.32%
2 Industrials 0.31%
3 Healthcare 0.16%
4 Consumer Discretionary 0.16%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.57%
17,895
-423
27
$2.07M 0.55%
23,701
-279
28
$1.98M 0.53%
6,540
29
$1.48M 0.39%
27,384
+373
30
$1.4M 0.37%
3,690
-12
31
$1.4M 0.37%
16,923
-333
32
$1.22M 0.33%
20,785
-433
33
$1.19M 0.32%
25,479
+606
34
$927K 0.25%
1,789
35
$856K 0.23%
1,405
36
$708K 0.19%
5,977
-172
37
$605K 0.16%
8,232
+688
38
$587K 0.16%
2,376
-278
39
$581K 0.15%
10,723
-450
40
$509K 0.14%
4,990
41
$482K 0.13%
3,500
-149
42
$440K 0.12%
10,045
+543
43
$433K 0.12%
4,352
-330
44
$422K 0.11%
1,269
45
$367K 0.1%
7,130
46
$346K 0.09%
1,090
47
$344K 0.09%
7,153
+423
48
$325K 0.09%
1,768
49
$323K 0.09%
1,741
50
$321K 0.09%
1,460
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