EFG
Ethos Financial Group Portfolio holdings
AUM
$1.16B
This Quarter Return
-1.43%
1 Year Return
+12.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$387M
(+31%)
Cap. Flow
+$83.7M
Cap. Flow
% of AUM
21.64%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
200
New
50
Increased
76
Reduced
43
Closed
21
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.5M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$9.35M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.4M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.68M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.18M |
Top Sells
Sector Composition
| 1 | Technology | 4.77% |
| 2 | Financials | 2.56% |
| 3 | Energy | 2.01% |
| 4 | Healthcare | 1.6% |
| 5 | Consumer Discretionary | 1.57% |
