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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 $219,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 197,068 $23,993 10.91%
2.
Vanguard Value Etf - ETF
 106,615 $20,362 9.26%
3.
Schwab Strategic Trust
 FNDF 708,945 $19,446 8.84%
4.
Ishares Trust
 IEF 96,324 $17,454 7.94%
5.
Sector Spdr Trust
 XLB 106,774 $15,372 6.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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