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
$723M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$16K ﹤0.01%
283
+2
102
$16K ﹤0.01%
257
+1
103
$14K ﹤0.01%
487
104
$13K ﹤0.01%
708
105
$12K ﹤0.01%
448
+2
106
$9K ﹤0.01%
181
+2
107
$2K ﹤0.01%
61
108
$1K ﹤0.01%
6
109
-5,162
110
-476
111
-343