ELM

Elite Life Management Portfolio holdings

AUM $49M
1-Year Est. Return 21.15%
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.6M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$931K
3
+$365K
4
DFVX icon
Dimensional US Large Cap Vector ETF
DFVX
+$232K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$222K

Top Sells

1
+$475K
2
+$282K
3
+$204K
4
AMZN icon
Amazon
AMZN
+$19K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5K

Sector Composition

1 Technology 14.32%
2 Communication Services 4.12%
3 Financials 3.02%
4 Consumer Staples 2.59%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$215K 0.7%
242
+5
27
– –
-1,304
1
2