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EFG
Ethos Financial Group Portfolio holdings
AUM
$1.37B
1-Year Est. Return
19.43%
This Fund
S&P 500
This Quarter
Est. Return
+8.63%
1 Year Est. Return
+19.43%
3 Year Est. Return
+49.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$529M
AUM Growth
+$58.6M
(+12%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
330
New
61
Increased
100
Reduced
89
Closed
39
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
+$10.9M |
| 2 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$7.95M |
| 3 |
Invesco Large Cap Growth ETF
PWB
|
+$7.93M |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$6.5M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$6.49M |
Top Sells
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.87M |
| 2 |
Vanguard Growth ETF
VUG
|
+$7.87M |
| 3 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$6.76M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$6.61M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.92M |
Sector Composition
| 1 | Technology | 5.43% |
| 2 | Financials | 2.55% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Energy | 1.59% |
| 5 | Healthcare | 1.37% |
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