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
$110M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$817K
2 +$782K
3 +$555K
4
HUM icon
Humana
HUM
+$492K
5
NEE icon
NextEra Energy
NEE
+$332K

Top Sells

1 +$703K
2 +$408K
3 +$389K
4
KDP icon
Keurig Dr Pepper
KDP
+$353K
5
ABBV icon
AbbVie
ABBV
+$337K

Sector Composition

1 Financials 19.45%
2 Technology 15.77%
3 Healthcare 12.26%
4 Consumer Discretionary 6.29%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$22.5K 0.02%
139
202
$22.2K 0.02%
84
203
$21.7K 0.02%
1,868
204
$21.6K 0.02%
894
+9
205
$20.7K 0.02%
131
206
$19.7K 0.02%
754
207
$18.9K 0.02%
128
208
$18.9K 0.02%
136
209
$18.8K 0.02%
278
210
$18.8K 0.02%
39
211
$18K 0.02%
140
212
$17.5K 0.02%
709
+4
213
$17.4K 0.02%
700
214
$17.3K 0.02%
63
215
$17.2K 0.02%
140
216
$16.4K 0.01%
500
217
$16.1K 0.01%
364
-60
218
$16K 0.01%
449
219
$16K 0.01%
500
220
$15.9K 0.01%
390
221
$15.7K 0.01%
205
222
$15.6K 0.01%
69
223
$15.4K 0.01%
1,250
224
$15.3K 0.01%
1,933
225
$15.1K 0.01%
500