EFM
Eley Financial Management Inc. Portfolio
Invests via Eley Financial Management Inc. | Managed by Joseph M. Diebold, Matthew A. Malaney, Andrew D. Murphy
Invests via Eley Financial Management Inc.
Managed by Joseph M. Diebold, Matthew A. Malaney, Andrew D. Murphy
Automatically Tracked
Company Profile
With a strong foundation in wealth management, Eley Financial Management Inc. delivers tailored financial solutions to clients seeking personalized guidance. The firm specializes in comprehensive investment advisory services, catering to high-net-worth individuals and families as well as small businesses. Eley's team of seasoned professionals brings deep industry insight and extensive experience, focusing on enhancing client portfolios through strategic planning and informed decision-making. The company prides itself on maintaining strong relationships with clients, ensuring that each financial path aligns closely with individual goals while navigating complex market dynamics.
With a strong foundation in wealth management, Eley Financial Management Inc. delivers tailored financial solutions to clients seeking personalized guidance. The firm specializes in comprehensive investment advisory services, catering to high-net-worth individuals and families as well as small businesses. Eley's team of seasoned professionals brings deep industry insight and extensive experience, focusing on enhancing client portfolios through strategic planning and informed decision-making. The company prides itself on maintaining strong relationships with clients, ensuring that each financial path aligns closely with individual goals while navigating complex market dynamics.
Investment Philosophy & Strategy
In an environment marked by evolving market landscapes, Eley Financial Management Inc. employs a client-centric approach to wealth generation and preservation. The firm prioritizes long-term relationships with clients, delivering bespoke financial strategies that align closely with unique aspirations. Utilizing their industry expertise, the team focuses on capital allocation efficiency while addressing diverse investment needs across various asset classes. Eley's strategic initiatives emphasize risk awareness and tailored portfolio diversification, positioning the firm as a trusted partner in navigating both growth opportunities and potential challenges.
In an environment marked by evolving market landscapes, Eley Financial Management Inc. employs a client-centric approach to wealth generation and preservation. The firm prioritizes long-term relationships with clients, delivering bespoke financial strategies that align closely with unique aspirations. Utilizing their industry expertise, the team focuses on capital allocation efficiency while addressing diverse investment needs across various asset classes. Eley's strategic initiatives emphasize risk awareness and tailored portfolio diversification, positioning the firm as a trusted partner in navigating both growth opportunities and potential challenges.
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:
31.51%
Gain +0.66%
Monthly
0.92%
Yearly
11.6%
Drawdown
12.18%
$312.22M
Equity
Holdings
$312.22M
Investment
$210.54M
$119.34M
Profit +$2.56M
Realized
$17.66M
Unrealized
$101.68M
Dividends
$16.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$2.56M
Win %
76%
This Week
Compared To Last Week
Gain
0.83%
Profit
$2.58M
Win %
76%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.33M
Win %
76%
This Year
Compared to last year
Gain
7.52%
Profit
$22.12M
Win %
76%
META Meta Platforms Inc Class A
+4.44%
+$70,702.53 
VRT Vertiv Holdings Co
+4.26%
+$307,220.26 
CMI Cummins Inc.
+3.78%
+$384,744.38 
AVGO Broadcom Inc.
+3.25%
+$286,577.74 
VGT Vanguard Information Technology ETF
+3.24%
+$255,104.64 
FTEC Fidelity MSCI Information Technology Index ETF
+3.23%
+$138,758.05 
NVDA NVIDIA Corporation
+3.22%
+$373,017.88 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.17%
+$231,191.92 
AMZN Amazon.com Inc
+3.05%
+$193,042.38 
GOOGL Alphabet Inc
+2.8%
+$133,727.71 
GOOG Alphabet Inc
+2.6%
+$233,809.8 
MSFT Microsoft Corp.
+2.05%
+$133,305.65 
SCHX Schwab U.S. Large-Cap ETF
+1.76%
+$5,405.95 
SCHB Schwab U.S. Broad Market ETF
+1.73%
+$27,363.52 
AAPL Apple Inc.
+1.71%
+$159,565.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.7%
+$26,031.86 
DSI iShares MSCI KLD 400 Social ETF
+1.58%
+$52,558.95 
IVV iShares Core S&P 500 ETF
+1.49%
+$400,048.88 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.11%
+$5,383.31 
SCHM Schwab U.S. Mid-Cap ETF
+0.99%
+$9,454.36 
SCHA Schwab U.S. Small-Cap ETF
+0.93%
+$12,471.87 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.74%
+$7,503.86 
PG Procter & Gamble Co
+0.73%
+$5,475 
AMP Ameriprise Financial, Inc.
+0.7%
+$13,807.36 
DTE DTE Energy Company
+0.69%
+$30,764.22 
ABT Abbott Laboratories
+0.61%
+$5,804.46 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$50,446.2 
JPM JPMorgan Chase & Co.
+0.15%
+$4,013.33 
IUSV iShares Core S&P U.S. Value ETF
+0.13%
+$7,024.22 
IEI iShares 3-7 Year Treasury Bond ETF
+0.12%
+$15,152.07 
FBND Fidelity Total Bond ETF
+0.12%
+$2,567.18 
MUB iShares National Muni Bond ETF
+0.12%
+$938.71 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$1,847.05 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$26,298.19 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.11%
+$2,668.95 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$1,831.12 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.09%
+$8,747.95 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$3,193.16 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$265.86 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.01%
+$21.9 
FISV Fiserv, Inc.
-11.85%
-$224,610.37 
COP ConocoPhillips
-3.74%
-$47,785.95 
CVX Chevron Corporation
-3.25%
-$43,289.6 
FENY Fidelity MSCI Energy Index ETF
-3.1%
-$173,816.28 
MRK Merck & Co., Inc.
-2.7%
-$47,751.96 
ACN Accenture plc Class A
-2.59%
-$59,349.78 
ABBV AbbVie Inc.
-2.45%
-$30,712.98 
CF CF Industries Holdings, Inc.
-2.27%
-$33,054.75 
UNP Union Pacific Corporation
-1.84%
-$100,097.2 
JNJ Johnson & Johnson
-1.81%
-$93,862.08 
VZ Verizon Communications Inc.
-1.45%
-$14,805.58 
HDV iShares Core High Dividend ETF
-1.44%
-$7,302 
TGT Target Corporation
-1.01%
-$10,446.16 
BMY Bristol-Myers Squibb Company
-0.96%
-$19,388.6 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$46,512.09 
IJS iShares S&P Small-Cap 600 Value ETF
-0.82%
-$45,668.17 
UL Unilever PLC Sponsored American Depositary Receipt
-0.53%
-$6,223.56 
MET MetLife Inc.
-0.45%
-$6,350 
XLV Health Care Select Sector SPDR Fund
-0.42%
-$2,259.4 
MCK McKesson Corporation
-0.34%
-$9,005 
FHLC Fidelity MSCI Health Care Index ETF
-0.27%
-$13,025.4 
LOW Lowe's Companies Inc.
-0.22%
-$10,034.4 
MA Mastercard Incorporated
-0.17%
-$4,245.19 
IJR iShares Core S&P Small-Cap ETF
-0.12%
-$5,086.02 
COST Costco Wholesale Corporation
-0.1%
-$5,107.76 
KLAC KLA Corporation
-0.03%
-$1,590 Events
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Dividends
Dividend Analysis
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| Trades 893 | Longs Won 680/893 76% | Profit Factor 15.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,348.9 |
| Average Win $187,923.09 | Best Trade (Jun 15) $8.45M | Sharpe Ratio -14 |
| Average Loss -$39,669.5 | Worst Trade (Jun 15) -$1.73M | Z-Score 12.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $133,637.29 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
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Returns
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