EF
Elite Financial Portfolio holdings
AUM
$220M
1-Year Est. Return
12.81%
This Fund
S&P 500
1 Year Est. Return
+12.81%
AUM
$220M
AUM Growth
+$1.57M
(+0.72%)
Holding
54
Top Buys
| 1 | +$587K | |
| 2 | +$502K | |
| 3 | +$343K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$202K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$153K |
Top Sells
| 1 | +$257K | |
| 2 | +$223K | |
| 3 | +$175K | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$76.1K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$66.4K |
Sector Composition
| 1 | Consumer Staples | 0.61% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Technology | 0.47% |
| 4 | Energy | 0.26% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Southern Company
SO
$109B
| $256K | 0.12% |
2,937
+6
|
|
||
52
Vanguard Real Estate ETF
VNQ
$36.1B
| $255K | 0.12% |
2,888
+5
|
|
||
53
Vanguard Consumer Staples ETF
VDC
$7.94B
| $226K | 0.1% |
1,069
+2
|
|
||
54
Exxon Mobil
XOM
$627B
| $200K | 0.09% |
1,664
-118
|
|