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Andrew Murphy

Eley Financial Management, Inc

Assets Managed
$277.074M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-0.46%(2Q avg: -0.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eley Financial Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Eley Financial Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 277.074M in assets, with a quarterly growth rate of -0.46% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by Andrew Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.16%
9.54%
$26.427M
266,209 shares@ $99.27 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.45%
8.96%
$24.814M
37,988 shares@ $653.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.51%
6.11%
$16.918M
250,529 shares@ $67.53 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -0.15%
4.39%
$12.139M
102,356 shares@ $118.6 avg price
IGLB
Ishares 10+ Year Inv Gr Corp
Recent Activity
Increased 2.13%
3.77%
$10.423M
210,023 shares@ $49.64 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 2.64%
2.99%
$8.28M
100,280 shares@ $82.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.17%
2.92%
$8.08M
31,838 shares@ $253.79 avg price
CMI
Cummins Inc
Recent Activity
Decreased -1.99%
2.84%
$7.855M
14,600 shares@ $538.01 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.11%
2.68%
$7.423M
42,565 shares@ $174.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.88%
2.36%
$6.519M
22,725 shares@ $286.87 avg price

1-10 of 69