Top 50 Eley Financial Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARESTR | 9.93% | 250.5K | $24.8M | -3.89%(-10.13K) | $97.24(+0.80%) | 2026-03-31 | |
| IVV | ISHARESTR | 8.14% | 36.0K | $20.3M | -8.49%(-3.34K) | $409.57(+81.28%) | 2026-03-31 | |
| IJH | ISHARESTR | 5.65% | 240.2K | $14.1M | -3.63%(-9.06K) | $48.02(+50.40%) | 2026-03-31 | |
| IEI | ISHARESTR | 4.94% | 104.5K | $12.3M | +1.94%(+1.99K) | $115.07(+1.63%) | 2026-03-31 | |
| IGLB | ISHARESTR | 3.91% | 194.4K | $9.8M | -5.47%(-11.26K) | $50.48(-2.77%) | 2026-03-31 | |
| FISV | FiservCorp | 3.13% | 35.2K | $7.8M | +6.34%(+2.10K) | $96.37(-42.59%) | 2026-03-31 | |
| SHY | ISHARESTR | 3.02% | 91.2K | $7.5M | -6.63%(-6.47K) | $81.67(+0.48%) | 2026-03-31 | |
| AAPL | AppleComputerInc | 2.86% | 32.0K | $7.1M | +0.60%(+190) | $138.24(+117.18%) | 2026-03-31 | |
| MSFT | MicrosoftCorp. | 2.55% | 16.6K | $6.4M | +2.28%(+370) | $243.16(+73.52%) | 2026-03-31 | |
| NVDA | NvidiaCorp | 2.49% | 56.5K | $6.2M | +28.50%(+12.52K) | $50.47(+346.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.75% |
| Top 20 Holdings Unweighted | +12.45% | +42.19% |
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