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
$112M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$203K
2 +$3.59K

Top Sells

1 +$59.4K
2 +$30.6K
3 +$29.1K
4
ETN icon
Eaton
ETN
+$27.5K
5
NSC icon
Norfolk Southern
NSC
+$17.1K

Sector Composition

1 Industrials 45.51%
2 Healthcare 17.89%
3 Technology 11.61%
4 Utilities 9.8%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$203K 0.18%
+1,724