EF
Elite Financial Portfolio holdings
AUM
$203M
This Quarter Return
+0.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.88%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$22.5M |
| 2 |
Vanguard Value ETF
VTV
|
$20.2M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$18.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$17.2M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.83% |
| 2 | Technology | 0.64% |
| 3 | Energy | 0.47% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Healthcare | 0.34% |
