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
$101M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.56M
3 +$460K
4
PFE icon
Pfizer
PFE
+$93.2K

Top Sells

1 +$3.06M
2 +$3M
3 +$420K
4
AMGN icon
Amgen
AMGN
+$151K
5
MDT icon
Medtronic
MDT
+$128K

Sector Composition

1 Industrials 41.67%
2 Healthcare 18.65%
3 Technology 13.76%
4 Utilities 10.44%
5 Consumer Discretionary 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-147,310
27
-54,590
28
-3,205