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EMPI
Elo Mutual Pension Insurance Portfolio holdings
AUM
$6.06B
1-Year Est. Return
24.33%
This Fund
S&P 500
This Quarter
Est. Return
+0.99%
1 Year Est. Return
+24.33%
3 Year Est. Return
+91.37%
5 Year Est. Return
+107.31%
10 Year Est. Return
–
AUM
$2.73B
AUM Growth
–
Cap. Flow
+$2.79B
Cap. Flow
% of AUM
102.31%
Top 10 Holdings %
Top 10 Hldgs %
83.12%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$339M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$337M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$247M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$234M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$232M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.73% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Materials | 0.44% |
| 4 | Financials | 0.44% |
| 5 | Utilities | 0.23% |
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Elo Mutual Pension Insurance's Q1 2018 Portfolio in Review
Q1 2018 is the first quarter with a 13F filing on record for Elo Mutual Pension Insurance, which disclosed 39 positions worth $2.73B. Its ten largest holdings account for 83% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 1,350,000 shares worth $327M.
By sector, the portfolio is most concentrated in Technology at 0.73% of assets, followed by Consumer Discretionary and Materials.
- Elo Mutual Pension Insurance's largest Q1 2018 buy was Vanguard S&P 500 ETF: 1,350,000 shares worth $327M.
- Elo Mutual Pension Insurance's ten largest holdings make up 83% of its $2.73B portfolio in Q1 2018.
- Elo Mutual Pension Insurance disclosed 39 positions in Q1 2018, its first 13F filing on record.
Based on Elo Mutual Pension Insurance's 13F filing for Q1 2018, filed 9 May 2018.