EFM
Eley Financial Management Portfolio holdings
AUM
$261M
This Quarter Return
+5.8%
1 Year Return
+12.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.92%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$14.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.1M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$12.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.5M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.16% |
| 2 | Healthcare | 7.56% |
| 3 | Industrials | 4.14% |
| 4 | Consumer Discretionary | 3.93% |
| 5 | Consumer Staples | 3.58% |
