EFG
Ethos Financial Group Portfolio holdings
AUM
$1.16B
1-Year Return
12.63%
This Quarter Return
+5.07%
1 Year Return
+12.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$606M
AUM Growth
+$38.5M
(+6.8%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
36.23%
Holding
341
New
45
Increased
102
Reduced
102
Closed
34
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$8.59M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$8.19M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$7.28M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$7.19M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$6.17M |
Top Sells
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Financials | 2.46% |
| 3 | Consumer Discretionary | 1.53% |
| 4 | Energy | 1.37% |
| 5 | Healthcare | 1.32% |
