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EFM

Eley Financial Management Portfolio holdings

AUM $277M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$378K
3
+$275K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$199K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$197K

Top Sells

1
+$372K
2
+$192K
3
+$164K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$131K
5
MSFT icon
Microsoft
MSFT
+$121K

Sector Composition

1 Technology 15.9%
2 Industrials 5.19%
3 Healthcare 4.46%
4 Communication Services 4.37%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.43%
13,439
-105
52
$1.13M 0.41%
7,281
-48
53
$1.07M 0.38%
11,271
+37
54
$995K 0.36%
35,660
-1,389
55
$968K 0.35%
22,030
+197
56
$857K 0.31%
19,541
+40
57
$769K 0.28%
7,221
58
$768K 0.28%
5,000
59
$735K 0.26%
24,785
-911
60
$720K 0.26%
8,023
+40
61
$484K 0.17%
3,476
62
$465K 0.17%
4,523
+20
63
$445K 0.16%
10,445
+765
64
$434K 0.16%
17,715
+155
65
$280K 0.1%
4,186
-5,760
66
$276K 0.1%
10,497
67
$208K 0.08%
+4,800
68
$202K 0.07%
+1,432
1 2
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