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EF
Elite Financial Portfolio holdings
AUM
$223M
1-Year Est. Return
15.88%
This Fund
S&P 500
1 Year Est. Return
+15.88%
AUM
$223M
AUM Growth
+$3.2M
(+1.5%)
Holding
54
Top Buys
| 1 | +$1.28M | |
| 2 | +$1.15M | |
| 3 | +$945K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$906K |
| 5 |
Fidelity High Dividend ETF
FDVV
|
+$549K |
Top Sells
| 1 | +$324K | |
| 2 | +$315K | |
| 3 | +$197K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$139K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$92.9K |
Sector Composition
| 1 | Consumer Staples | 0.63% |
| 2 | Consumer Discretionary | 0.43% |
| 3 | Technology | 0.38% |
| 4 | Energy | 0.31% |
| 5 | Healthcare | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Southern Company
SO
$105B
| $272K | 0.12% |
2,818
-119
|
|
||
52
Broadcom
AVGO
$1.87T
| $249K | 0.11% |
805
|
|
||
53
Vanguard Consumer Staples ETF
VDC
$7.88B
| $240K | 0.11% |
1,072
+3
|
|
||
54
Microsoft
MSFT
$3T
| $237K | 0.11% |
641
|
|