Top 50 Emfo, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.04% | 42.6K | $9.0M | -0.57%(-243) | — | 2024-06-30 | |
| ARCC | ARES CAPITAL CORP | 7.79% | 417.8K | $8.7M | -1.95%(-8.30K) | — | 2024-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 5.07% | 10.4K | $5.7M | +6.01%(+590) | — | 2024-06-30 | |
| AMZN | AMAZON COM INC | 4.92% | 28.5K | $5.5M | +7.91%(+2.09K) | — | 2024-06-30 | |
| REFI | CHICAGO ATLANTIC REAL ESTATE | 3.92% | 285.0K | $4.4M | -2.39%(-6.98K) | — | 2024-06-30 | |
| JPM | JPMORGAN CHASE & CO. | 2.8% | 15.5K | $3.1M | +2.48%(+375) | — | 2024-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.05% | 5.1K | $2.3M | -0.98%(-50) | — | 2024-06-30 | |
| AMGN | AMGEN INC | 2.04% | 7.3K | $2.3M | +25.87%(+1.50K) | — | 2024-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.04% | 14.2K | $2.3M | -2.55%(-372) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.99% | 5.0K | $2.2M | +1.03%(+51) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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