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
51
$207K 0.08%
+2,051
52
$203K 0.08%
2,400
53
– –
-565
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