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EF

Elite Financial Portfolio holdings

AUM $223M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.15M
3
+$971K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$498K

Top Sells

1
+$608K
2
+$535K
3
+$431K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$425K
5
PM icon
Philip Morris
PM
+$355K

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
$260K 0.12%
2,883
+56
52
$222K 0.1%
1,067
-77
53
$210K 0.1%
1,782
-650
54
– –
-20,250
1 2
3