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
$214M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$715K
2 +$690K
3 +$445K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$382K
5
SYK icon
Stryker
SYK
+$301K

Sector Composition

1 Technology 2.19%
2 Financials 0.64%
3 Industrials 0.61%
4 Consumer Discretionary 0.51%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$81K 0.04%
12,142
77
$19K 0.01%
10,485
78
-1,356