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Elefante Mark B Portfolio holdings

AUM $182M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$835K
3
+$752K
4
AAPL icon
Apple
AAPL
+$751K
5
AMAT icon
Applied Materials
AMAT
+$717K

Top Sells

1
+$525K
2
+$316K
3
+$203K
4
NVO
Novo Nordisk
NVO
+$97.5K
5
PEP icon
PepsiCo
PEP
+$76.4K

Sector Composition

1 Technology 33.09%
2 Healthcare 17.81%
3 Industrials 13.18%
4 Consumer Discretionary 10.44%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.16%
772
-25
52
$201K 0.13%
+1,800
53
– –
-816
54
– –
-9,365
55
– –
-400
1 2
3