EF
Elite Financial Portfolio holdings
AUM
$218M
1-Year Est. Return
11.92%
1 Year Est. Return
+11.92%
AUM
$218M
AUM Growth
+$15.1M
(+7.4%)
Holding
54
Top Buys
| 1 | +$1.39M | |
| 2 | +$1.16M | |
| 3 | +$970K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$899K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$538K |
Top Sells
| 1 | +$597K | |
| 2 | +$536K | |
| 3 | +$459K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$458K |
| 5 |
Philip Morris
PM
|
+$326K |
Sector Composition
| 1 | Consumer Staples | 0.62% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Technology | 0.5% |
| 4 | Energy | 0.28% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Real Estate ETF
VNQ
$33.7B
| $260K | 0.12% |
2,883
+56
|
|
||
52
Vanguard Consumer Staples ETF
VDC
$7.36B
| $222K | 0.1% |
1,067
-77
|
|
||
53
Exxon Mobil
XOM
$501B
| $210K | 0.1% |
1,782
-650
|
|
||
54
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$70.9M
| – | – |
-20,250
|
|