ELI

Empire Life Investments Portfolio holdings

AUM $1.78B
1-Year Est. Return 26.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.53%
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 +$14.4M
2 +$9.07M
3 +$7.26M
4
EOG icon
EOG Resources
EOG
+$6.85M
5
VZ icon
Verizon
VZ
+$5.97M

Top Sells

1 +$18.2M
2 +$9.18M
3 +$7.29M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.51M
5
PGR icon
Progressive
PGR
+$6.42M

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