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
$155M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$415K
3 +$225K
4
BA icon
Boeing
BA
+$169K
5
SNOW icon
Snowflake
SNOW
+$149K

Top Sells

1 +$715K
2 +$574K
3 +$388K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$262K
5
CSCO icon
Cisco
CSCO
+$123K

Sector Composition

1 Financials 56.88%
2 Real Estate 30.33%
3 Communication Services 4.38%
4 Technology 2.69%
5 Energy 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,600
52
0
53
-875
54
-436
55
-78