EFIC

Eliot Finkel Investment Counsel Portfolio holdings

AUM $155M
1-Year Est. Return 4.75%
This Quarter Est. Return
1 Year Est. Return
+4.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$5.75M
3 +$5.33M
4
SYY icon
Sysco
SYY
+$5.31M
5
T icon
AT&T
T
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.63%
2 Technology 16.14%
3 Consumer Discretionary 14.36%
4 Communication Services 8.9%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.79M 1.73%
+78,122
27
$1.65M 1.59%
+59,373
28
$1.44M 1.38%
+36,364
29
$1.38M 1.33%
+18,295
30
$1.36M 1.31%
+133,060
31
$757K 0.73%
+6,080
32
$692K 0.67%
+6,840
33
$673K 0.65%
+6,735