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
$226M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.23M
3
+$666K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$285K
5
KSU
Kansas City Southern
KSU
+$211K

Top Sells

1
+$1.11M
2
+$1.01M
3
+$867K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$738K
5
ADSK icon
Autodesk
ADSK
+$333K

Sector Composition

1 Technology 1.12%
2 Industrials 0.41%
3 Healthcare 0.3%
4 Communication Services 0.25%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,328
1 2
3