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
$319M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.16M
3
+$2.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.68M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$5.88M
2
+$2.37M
3
+$1.57M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.17M
5
BND icon
Vanguard Total Bond Market
BND
+$697K

Sector Composition

1 Technology 1.24%
2 Industrials 0.31%
3 Healthcare 0.2%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.07%
1,292
52
$211K 0.07%
3,000
53
$3.4K ﹤0.01%
+77
54
– –
-12,133
55
– –
-2,307
56
– –
-3,640
57
– –
-8,226
58
– –
-681
59
– –
-4,886
60
– –
-1,786
61
– –
-1,164
62
– –
-1,232
1 2
3