EFG

Ethos Financial Group Portfolio holdings

AUM $1.27B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.79M
3
+$7.59M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.47M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.9M

Top Sells

1
+$7.7M
2
+$7.43M
3
+$7.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$6.94M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.68M

Sector Composition

1 Technology 5%
2 Financials 2.66%
3 Consumer Discretionary 1.66%
4 Healthcare 1.66%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
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