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Home > Institutional Investor > Eley Financial Management, Inc > Profile

Instuitional Investor - Eley Financial Management, Inc

Fund Profile
Filing Period:
Fund Name: Eley Financial Management, Inc
Portfolio Value $213,382,444
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,279 $20,671,349 9.68%
2.
Ishares Trust
 IEF 201,313 $19,980,315 9.36%
3.
Ishares Trust
 IEF 44,589 $12,357,929 5.79%
4.
Isharestr
 91,566 $10,725,126 5.02%
5.
Microsoft Corp
 MSFT 16,988 $6,388,168 2.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)