EFI
Elite Financial Inc. Portfolio
Invests via Elite Financial Inc. | Managed by Elite Financial, Inc., Ryan L. Skinner
Invests via Elite Financial Inc.
Managed by Elite Financial, Inc., Ryan L. Skinner
Automatically Tracked
Company Profile
Operates as a boutique financial services firm offering wealth management, corporate advisory and asset management to U.S. family offices and mid‑market corporates. Elite Financial Inc. positions itself on personalized advisory, discretionary SMA strategies and middle-market M&A execution, targeting AUM growth through fee-based services and selective private-equity co-investments.
Operates as a boutique financial services firm offering wealth management, corporate advisory and asset management to U.S. family offices and mid‑market corporates. Elite Financial Inc. positions itself on personalized advisory, discretionary SMA strategies and middle-market M&A execution, targeting AUM growth through fee-based services and selective private-equity co-investments.
Investment Philosophy & Strategy
Focuses on bespoke, fee-first wealth management and middle‑market advisory, tilting capital toward concentrated, high-conviction private equity co-investments alongside SMA strategies. Emphasizes fundamental underwriting, operational due diligence and sponsor alignment to source scalable, cash-generative corporate opportunities in North American mid-market sectors. Balances growth and yield by pairing active portfolio monitoring with disciplined risk controls, prudent leverage, and fee diversification to drive steady AUM expansion and recurring revenue.
Focuses on bespoke, fee-first wealth management and middle‑market advisory, tilting capital toward concentrated, high-conviction private equity co-investments alongside SMA strategies. Emphasizes fundamental underwriting, operational due diligence and sponsor alignment to source scalable, cash-generative corporate opportunities in North American mid-market sectors. Balances growth and yield by pairing active portfolio monitoring with disciplined risk controls, prudent leverage, and fee diversification to drive steady AUM expansion and recurring revenue.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.11%
Gain
Monthly
0.01%
Yearly
0.07%
Drawdown
21.22%
$247.13M
Equity
Holdings
$247.13M
Investment
$202.26M
$45.07M
Profit -$1.16M
Realized
$206,819.45
Unrealized
$44.86M
Dividends
$6.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.16M
Win %
83%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.17M
Win %
83%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.17M
Win %
83%
This Year
Compared to last year
Gain
10.92%
Profit
$24.34M
Win %
83%
ABBV AbbVie Inc.
+1.7%
+$6,276.95 
PM Philip Morris International Inc.
+1.51%
+$8,008 
XOM Exxon Mobil Corporation
+1.41%
+$3,415.3 
GLD SPDR Gold Shares
+0.94%
+$4,106.39 
SGOL abrdn Physical Gold Shares ETF
+0.91%
+$14,145.34 
VDE Vanguard Energy ETF
+0.77%
+$17,957.88 
WMT Walmart Inc.
+0.77%
+$3,196.62 
SO The Southern Company
+0.69%
+$1,859.88 
IDV iShares International Select Dividend ETF
+0.51%
+$7,742.9 
FUTY Fidelity MSCI Utilities Index ETF
+0.4%
+$4,173.36 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.36%
+$1,165.56 
VNQ Vanguard Real Estate ETF
+0.24%
+$766.8 
VHT Vanguard Health Care ETF
+0.22%
+$2,318.62 
VTV Vanguard Value ETF
+0.2%
+$50,279.21 
VDC VANGUARD CONSUMER STAPLES ETF
+0.19%
+$471.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$415.86 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.12%
+$11,565.66 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$17,918.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$22,406.43 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$2,116.56 
VOE Vanguard Mid-Cap Value ETF
+0.07%
+$1,858.32 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$1,623.91 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$871.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$3,964.45 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$3,470.89 
DGRO iShares Core Dividend Growth ETF
+0.03%
+$362.12 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBM International Business Machines Corporation
-3.71%
-$12,024.27 
TSLA Tesla, Inc.
-2.86%
-$8,746.11 
MSFT Microsoft Corp.
-2.26%
-$5,813.87 
VUG Vanguard Growth ETF
-1.44%
-$14,340 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$29,501.12 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$320,715.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.29%
-$196,749.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$153,526.32 
VOOG Vanguard S&P 500 Growth ETF
-1.22%
-$13,110 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$227,438.91 
AVGO Broadcom Inc.
-1.12%
-$3,364.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.84%
-$4,849.92 
IWN iShares Russell 2000 Value ETF
-0.76%
-$164,862.81 
VT Vanguard Total World Stock ETF
-0.73%
-$8,151.26 
VOO Vanguard S&P 500 ETF
-0.73%
-$7,954.69 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$4,085.44 
IVV iShares Core S&P 500 ETF
-0.72%
-$10,507.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$46,223.98 
VB Vanguard Small-Cap ETF
-0.69%
-$65,955.24 
IWM iShares Russell 2000 ETF
-0.64%
-$7,043.3 
AMZN Amazon.com Inc
-0.6%
-$4,870.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$36,759.87 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$3,536.64 
FDVV Fidelity High Dividend ETF
-0.29%
-$2,816.82 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$781.58 
COST Costco Wholesale Corporation
-0.16%
-$751.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$464.93 Events
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Dividends
Dividend Analysis
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| Trades 331 | Longs Won 222/331 67% | Profit Factor 48.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $670,322.47 |
| Average Win $207,272.44 | Best Trade (Jul 17) $6.84M | Sharpe Ratio -12.64 |
| Average Loss -$8,682.07 | Worst Trade (Mar 31) -$747,429.8 | Z-Score 3.65 (99.97%) |
| Commissions $0 | Avg. Trade Length 9m 1w 3d | Expectancy $136,157.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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