EPP
ETF Portfolio Partners Portfolio holdings
AUM
$361M
This Quarter Return
-1.45%
1 Year Return
+10.83%
3 Year Return
+36.83%
5 Year Return
+52.33%
10 Year Return
+93.73%
AUM
$151M
AUM Growth
+$151M
(+1.7%)
Cap. Flow
+$4.64M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
88.08%
Holding
24
New
1
Increased
14
Reduced
4
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.36M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$835K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$793K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$619K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$563K |
Top Sells
Sector Composition
| 1 | Industrials | 0.32% |
| 2 | Technology | 0.28% |
| 3 | Healthcare | 0.16% |
| 4 | Communication Services | 0.14% |
