EF
Elite Financial Portfolio holdings
AUM
$203M
1 Year Est. Return
–
AUM
$189M
AUM Growth
+$4.58M
(+2.5%)
Holding
112
Top Buys
| 1 | +$15.1M | |
| 2 | +$5.21M | |
| 3 | +$2.46M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$1.58M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$1.08M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$3.34M | |
| 3 | +$2.61M | |
| 4 |
AbbVie
ABBV
|
+$136K |
| 5 |
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
Emerson Electric
EMR
$73.6B
| $18K | 0.01% |
+164
|
|
||
102
Visa
V
$645B
| $17K | 0.01% |
+50
|
|
||
103
Abbott
ABT
$220B
| $15K | 0.01% |
+117
|
|
||
104
iShares Bitcoin Trust
IBIT
$79.8B
| $15K | 0.01% |
+335
|
|
||
105
AT&T
T
$178B
| $14K | 0.01% |
+500
|
|
||
106
Genuine Parts
GPC
$17.5B
| $13K | 0.01% |
+112
|
|
||
107
Rivian
RIVN
$20.8B
| $12K | 0.01% |
+1,000
|
|
||
108
Gen Digital
GEN
$16.3B
| $11K | 0.01% |
+446
|
|
||
|
SPYM
109
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.4B
| $11K | 0.01% |
+178
|
|
||
110
iShares S&P 500 Value ETF
IVE
$42.6B
| $10K | 0.01% |
+57
|
|
||
111
iShares Russell 1000 Value ETF
IWD
$65.5B
| $10K | 0.01% |
+55
|
|
||
112
United Parcel Service
UPS
$79.9B
| $10K | 0.01% |
+100
|
|