EFG
Ethos Financial Group Portfolio holdings
AUM
$1.16B
This Quarter Return
+4.49%
1 Year Return
+12.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
–
Cap. Flow
+$295M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.05%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Energy | 2.7% |
| 3 | Financials | 2.59% |
| 4 | Healthcare | 1.81% |
| 5 | Consumer Discretionary | 1.3% |
