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
$264M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.65M
3
+$2.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$967K

Top Sells

1
+$508K
2
+$51.8K
3
+$25.2K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$11.8K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$9.36K

Sector Composition

1 Technology 1.06%
2 Industrials 0.38%
3 Healthcare 0.34%
4 Communication Services 0.08%
5 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.08%
+1,269
52
– –
-7,040
1 2
3