EFG

Ethos Financial Group Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.6M
3 +$13.5M
4
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$11.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.5M

Sector Composition

1 Technology 4.5%
2 Financials 2.5%
3 Consumer Discretionary 1.68%
4 Energy 1.26%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$6.51K ﹤0.01%
23,700
327
$5.18K ﹤0.01%
+135
328
$3.98K ﹤0.01%
+35
329
$2.82K ﹤0.01%
+42
330
$171 ﹤0.01%
+8
331
$4 ﹤0.01%
37,000
332
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