EK

Evensky & Katz Portfolio holdings

AUM $1.64B
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$406K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15K 0.01%
330
27
$12K ﹤0.01%
944
-176
28
$9K ﹤0.01%
388
29
$7K ﹤0.01%
600
30
$6K ﹤0.01%
156
31
$5K ﹤0.01%
6
32
$3K ﹤0.01%
47
+1
33
$1K ﹤0.01%
32
-3,472
34
$1K ﹤0.01%
25
35
$1K ﹤0.01%
40