EFL

ERn Financial LLC Portfolio holdings

AUM $506M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$94.6K
2 +$67.9K
3 +$36.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.2K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$30.4K

Sector Composition

1 Utilities 16.67%
2 Financials 2.93%
3 Technology 1.71%
4 Industrials 1.15%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-26,000