EM

ELCO Management Portfolio holdings

AUM $159M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$560K
3 +$446K
4
NEXT icon
NextDecade
NEXT
+$419K
5
IYW icon
iShares US Technology ETF
IYW
+$396K

Sector Composition

1 Energy 33.79%
2 Industrials 13.12%
3 Technology 8.79%
4 Financials 8.29%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,857