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
$262M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$317K
3
+$292K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$258K
5
ACN icon
Accenture
ACN
+$234K

Top Sells

1
+$638K
2
+$310K
3
+$289K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$268K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$232K

Sector Composition

1 Technology 1.22%
2 Industrials 0.35%
3 Healthcare 0.27%
4 Communication Services 0.2%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,436
52
– –
-7,570
53
– –
-24,933
1 2
3