EF

Elite Financial Portfolio holdings

AUM $203M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$3.34M
3 +$2.61M
4
ABBV icon
AbbVie
ABBV
+$136K
5
IBM icon
IBM
IBM
+$123K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 0.73%
3 Energy 0.6%
4 Consumer Discretionary 0.48%
5 Healthcare 0.46%