EF

Elite Financial Portfolio holdings

AUM $218M
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
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 Buys

1
+$15.1M
2
+$5.21M
3
+$2.46M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.58M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.08M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
+164
102
$17K 0.01%
+50
103
$15K 0.01%
+117
104
$15K 0.01%
+335
105
$14K 0.01%
+500
106
$13K 0.01%
+112
107
$12K 0.01%
+1,000
108
$11K 0.01%
+178
109
$11K 0.01%
+446
110
$10K 0.01%
+57
111
$10K 0.01%
+55
112
$10K 0.01%
+100
1 2 3 4
5