ELM3 FINANCIAL GROUP, LLC
ELM3 FINANCIAL GROUP, LLC runs ELM3 FINANCIAL GROUP, LLC and currently holds 111 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $118.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ELM3 FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ELM3 FINANCIAL GROUP, LLC's portfolio at ELM3 FINANCIAL GROUP, LLC has delivered returns of +16.63%. Their 3-year annualized return is +10.58%. Looking at the 5-year horizon, ELM3 FINANCIAL GROUP, LLC has achieved +10.58% annualized returns at ELM3 FINANCIAL GROUP, LLC.
Portfolio Value
$118.39M
Alpha Score
10.4
#0 of 1000
Holdings
111
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|