EK

Evensky & Katz Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
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 +$8.01M
2 +$6.17M
3 +$3.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$1.02M

Sector Composition

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