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
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