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  Name: Eley Financial Management Inc
  City: SOUTH BURLINGTON
  State: VT
  Zip: 05403
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $213,381,000
  Total Value Change : $17,094,000
  Securities Held Change : 0
   
All Securities Held : 68
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 29
  Unchanged Positions : 5
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PG)1 Year Chart         PG Procter & Gamble Co 58 - $166.51 $733,000 5,000 0.34% 1,000 0 0    Cleaning Products
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 61 - $43.51 $612,000 15,229 0.29% 35,000 0 0    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 62 - $146.20 $474,000 3,476 0.22% 23,000 0 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 66 - $62.84 $293,000 5,196 0.14% 29,000 0 0    Closed - End Fund - Debt
   (ISUN)1 Year Chart         ISUN ISUN Inc 68 - $0.14 $4,000 13,700 0% 1,000 0 0.258    N/A

      5 Records Found
  1    
Page 1 of 1
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