ELI

Empire Life Investments Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$9.1M
3 +$7.35M
4
EOG icon
EOG Resources
EOG
+$6.77M
5
DNB
Dun & Bradstreet
DNB
+$6.15M

Top Sells

1 +$18.7M
2 +$10M
3 +$7.92M
4
PGR icon
Progressive
PGR
+$6.9M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.51M

Sector Composition

1 Technology 21.63%
2 Financials 15.65%
3 Communication Services 13.59%
4 Healthcare 13.12%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,217
102
-42,400