EK
Evensky & Katz Portfolio holdings
AUM
$1.64B
1-Year Return
11.98%
This Quarter Return
+10.08%
1 Year Return
+11.98%
3 Year Return
+46.85%
5 Year Return
+75.92%
10 Year Return
+125.45%
AUM
$1.33B
AUM Growth
+$159M
(+14%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
70.21%
Holding
88
New
–
Increased
55
Reduced
27
Closed
1
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$7.82M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.12M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$862K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$852K |
