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EPP

ETF Portfolio Partners Portfolio holdings

AUM $381M
1-Year Est. Return 12.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$903K
3
+$583K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$566K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$461K

Top Sells

1
+$3.45M
2
+$2.64M
3
+$1.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$639K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$565K

Sector Composition

1 Technology 1.32%
2 Industrials 0.31%
3 Healthcare 0.16%
4 Consumer Discretionary 0.16%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.08%
2,400
52
$295K 0.08%
2,859
53
$294K 0.08%
2,088
54
$290K 0.08%
4,394
55
$280K 0.07%
811
+2
56
$278K 0.07%
2,580
57
$276K 0.07%
1,383
58
$276K 0.07%
10,224
+793
59
$256K 0.07%
1,886
+65
60
$256K 0.07%
+1,165
61
$227K 0.06%
+340
62
$207K 0.06%
9,933
63
$206K 0.05%
12,191
64
$204K 0.05%
9,914
65
$203K 0.05%
+2,182
66
$201K 0.05%
10,292
67
$200K 0.05%
1,302
68
– –
-5,626
69
– –
-2,899
1 2
3