EL

EMFO LLC Portfolio holdings

AUM $112M
1-Year Est. Return 18.69%
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$633K
3
+$609K
4
OXY icon
Occidental Petroleum
OXY
+$358K
5
VTV icon
Vanguard Value ETF
VTV
+$341K

Top Sells

1
+$3.63M
2
+$768K
3
+$646K
4
JPM icon
JPMorgan Chase
JPM
+$510K
5
DVY icon
iShares Select Dividend ETF
DVY
+$480K

Sector Composition

1 Financials 21.42%
2 Technology 16.97%
3 Healthcare 12.21%
4 Consumer Discretionary 8.1%
5 Real Estate 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.95K 0.01%
100
227
$9.87K 0.01%
500
228
$9.81K 0.01%
+1,000
229
$9.73K 0.01%
+116
230
$9.66K 0.01%
12
231
$8.71K 0.01%
75
232
$8.55K 0.01%
55
233
$8.31K 0.01%
94
234
$7.91K 0.01%
9
235
$7.8K 0.01%
400
236
$7.21K 0.01%
307
237
$6.96K 0.01%
84
+1
238
$6.92K 0.01%
1,032
239
$6.86K 0.01%
150
240
$6.41K 0.01%
85
241
$6.05K 0.01%
150
242
$5.87K 0.01%
50
243
$5.84K 0.01%
+100
244
$5.71K 0.01%
+22
245
$5.53K 0.01%
+84
246
$5.42K 0.01%
320
247
$5.25K ﹤0.01%
20
248
$5.12K ﹤0.01%
22
249
$5.09K ﹤0.01%
79
250
$5.04K ﹤0.01%
82
-500
8 9
10
11 12