EPP

ETF Portfolio Partners Portfolio holdings

AUM $388M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
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
+$3.86M
2
+$3.05M
3
+$2.63M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.29M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.43M

Top Sells

1
+$4.13M
2
+$234K
3
+$192K
4
VZ icon
Verizon
VZ
+$8.85K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$8K

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
1 2
3