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
$232M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.26M
3
+$2.18M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.87M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$2.57M
2
+$2.27M
3
+$2.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.53M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.42M

Sector Composition

1 Technology 0.83%
2 Industrials 0.41%
3 Healthcare 0.32%
4 Communication Services 0.1%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,626
52
– –
-2,400
53
– –
-7,460
54
– –
-1,164
55
– –
-978
56
– –
-1,269
57
– –
-2,051
58
– –
-3,700
1 2
3