EP

Elkhorn Partners Portfolio holdings

AUM $138M
1-Year Est. Return 1.6%
This Quarter Est. Return
1 Year Est. Return
+1.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$164K
2 +$74.5K
3 +$7.15K
4
DO
Diamond Offshore Drilling
DO
+$5.24K
5
AAPL icon
Apple
AAPL
+$3.42K

Top Sells

1 +$866K
2 +$301K
3 +$219K
4
KMI icon
Kinder Morgan
KMI
+$202K
5
OSK icon
Oshkosh
OSK
+$113K

Sector Composition

1 Real Estate 57.52%
2 Financials 33.3%
3 Utilities 2.54%
4 Communication Services 2%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$177K 0.11%
16,900
+500
27
$164K 0.1%
+10,800
28
$75K 0.05%
44,900
29
$43K 0.03%
22,429
30
$35K 0.02%
13,500
31
$30K 0.02%
24,000
32
-14,861