ETF PORTFOLIO Overview

Etf Portfolio Partners Inc. is an investment advisor that manages 126.5 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 126MM in positions, representing 99% of the manager's regulatory AUM.

ETF PORTFOLIO StockAlpha

-2.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ETF PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 17.49% ETF 4.66% 0.1% 0 10%
AGG 16.76% ETF -3.24% -0.75% 0 3%
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FEATURED IN
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ETF PORTFOLIO Founders and Key Employees

Name Title In Position Since
Richard D. Romey President, Chief Compliance Officer August-2003
Deborah D. Romey Secretary August-2003

ETF PORTFOLIO Brokers, Custodians, Auditors and Administrators

Type Company

ETF PORTFOLIO Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our investment philosophy is based on the belief that the most important decision an investor can make is the “asset allocation decision” or the mix between broad asset classes such as stocks, bonds and cash chosen for the investor’s portfolio. We believe
this decision is the most significant factor in determining long-term investment results for any investor.

Our strategy is to construct investment portfolios that will provide our clients with a portfolio that balances risk, in the form of portfolio volatility, with return. We begin our analysis with a thorough review of each investor’s investment goals, time horizon and risk tolerance. This analysis is completed in discussions with each client after reviewing their responses to our investment questionnaire. After an agreement is reached on the investor’s risk and return profile, a portfolio of Exchange Traded Funds (ETFs),
comprised of a d...
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ETF PORTFOLIO Portfolio Concentration

ETF PORTFOLIO Location

4831 W. 136TH STREET
SUITE 300
LEAWOOD, Kansas
UNITED STATES, 66224-5922

ETF PORTFOLIO Contact Information

Phone Number: 913-851-1100
Fax Number: 913-851-9400
Website:

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