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Home > Institutional Investor > Elm3 Financial Group, Llc > Profile

Instuitional Investor - Elm3 Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Elm3 Financial Group, Llc
Portfolio Value $113,786,380
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Actively Managed Exc
 331,625 $8,453,113 7.43%
2.
Amazon Com Inc
 AMZN 39,775 $7,567,652 6.65%
3.
Nvidia Corp
 NVDA 51,099 $5,538,155 4.87%
4.
Eli Lilly & Co
 LLY 6,417 $5,299,703 4.66%
5.
Blackrock Etf Trust Ii
 101,364 $5,258,756 4.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)