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
$693M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$30.4M
2 +$25.5M
3 +$20.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$11.8M
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$8.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,539
102
-60
103
-1,139,491
104
-760