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
$1.01B
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$7.77M
2 +$6.25M
3 +$3.05M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.23M
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$1.04M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,592
77
-28