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Home > Institutional Investor > Elite Financial, Inc. > Profile

Instuitional Investor - Elite Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Elite Financial, Inc.
Portfolio Value $247,569
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vngrd Morn Value
 115,821 $25,241 10.2%
2.
Vanguard Scottsdale Funds
 VCIT 191,337 $24,454 9.88%
3.
Schwab Strategic Trust
 SCHD 753,185 $23,883 9.65%
4.
Ishares Trust
 IEF 95,544 $21,134 8.54%
5.
Sector Spdr Trust
 XLE 107,517 $20,484 8.27%
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.