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EP

Elkhorn Partners Portfolio holdings

AUM $157M
1-Year Est. Return 11.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$127K
3
+$65.3K
4
AMGN icon
Amgen
AMGN
+$37.7K
5
QXO
QXO Inc
QXO
+$29K

Top Sells

1
+$649K
2
+$426K
3
+$336K
4
DELL icon
Dell
DELL
+$169K
5
WTM icon
White Mountains Insurance
WTM
+$161K

Sector Composition

1 Financials 61.33%
2 Real Estate 24.09%
3 Communication Services 5.28%
4 Technology 2.63%
5 Utilities 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$83.4K 0.06%
1,700
-300
27
$81.5K 0.06%
5,000
28
$80.3K 0.05%
39,000
+5,000
29
$63.5K 0.04%
+5,000
30
$59.1K 0.04%
12,500
-2,000
31
$53.6K 0.04%
300
-100
32
$38.2K 0.03%
26,000
33
$36.7K 0.02%
+130
34
$34.3K 0.02%
1,800
+1,400
35
$28.4K 0.02%
200
-1,300
36
$4.39K ﹤0.01%
+20
37
$34 ﹤0.01%
15
38
– –
-1,000
39
– –
-300
40
– –
-40
1
2