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
$636M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$21.1M
3 +$16.3M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.57M

Top Sells

1 +$3.34M
2 +$1.86M
3 +$1.62M
4
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$1.62M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.59M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1K ﹤0.01%
42
102
-458
103
-568
104
-535
105
-816