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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 $308,806,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,102 $31,529,392 10.21%
2.
Ishares Trust
 IEF 309,663 $30,650,450 9.93%
3.
Ishares Trust
 IEF 266,850 $20,576,804 6.66%
4.
Isharestr
 105,761 $12,421,571 4.02%
5.
Isharestr
 243,296 $12,174,532 3.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.