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
$149M
AUM Growth
+$15.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.28M
2 +$4.95M
3 +$476K
4
USB icon
US Bancorp
USB
+$291K
5
PCAR icon
PACCAR
PCAR
+$238K

Sector Composition

1 Industrials 49.56%
2 Healthcare 12.59%
3 Technology 11.53%
4 Materials 6.42%
5 Utilities 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.34M 1.57%
59,480
-830
27
$1.55M 1.04%
8,066
-300
28
$1.51M 1.02%
8,895
-305
29
$827K 0.56%
9,833
30
$307K 0.21%
645
31
-75,600
32
-149,135