EMB

Elefante Mark B Portfolio holdings

AUM $163M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$180K
3 +$69.8K
4
DHR icon
Danaher
DHR
+$38.8K
5
XYL icon
Xylem
XYL
+$34K

Top Sells

1 +$44.1K
2 +$22.6K
3 +$2.33K

Sector Composition

1 Healthcare 24.23%
2 Technology 19.07%
3 Industrials 16.09%
4 Consumer Staples 9.82%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$232K 1.69%
2,084
27
$201K 1.47%
+1,085