EIM

Emmett Investment Management Portfolio holdings

AUM $126M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.65M
2 +$8.9M
3 +$8.55M
4
SPOT icon
Spotify
SPOT
+$7.59M
5
HLT icon
Hilton Worldwide
HLT
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.9%
2 Communication Services 19.77%
3 Financials 12.66%
4 Industrials 11.34%
5 Consumer Staples 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$559K 0.5%
+12,800