EPP
ETF Portfolio Partners Portfolio holdings
AUM
$361M
This Quarter Return
+5.62%
1 Year Return
+10.83%
3 Year Return
+36.83%
5 Year Return
+52.33%
10 Year Return
+93.73%
AUM
$238M
AUM Growth
+$238M
(+5.1%)
Cap. Flow
-$551K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
76.52%
Holding
51
New
1
Increased
24
Reduced
12
Closed
3
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.58M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$403K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$322K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$261K |
| 5 |
Sarepta Therapeutics
SRPT
|
$200K |
Top Sells
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Industrials | 0.45% |
| 3 | Healthcare | 0.4% |