EA

Echo45 Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.1M
3
+$7.84M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$7.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.69%
2 Consumer Discretionary 4.66%
3 Healthcare 4.39%
4 Financials 4.36%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$824K 0.66%
+4,605
27
$779K 0.62%
+4,920
28
$766K 0.61%
+2,614
29
$754K 0.6%
+11,904
30
$744K 0.6%
+5,140
31
$736K 0.59%
+6,343
32
$723K 0.58%
+1,084
33
$665K 0.53%
+2,617
34
$665K 0.53%
+1,739
35
$660K 0.53%
+4,263
36
$618K 0.49%
+12,819
37
$582K 0.47%
+905
38
$556K 0.45%
+11,015
39
$554K 0.44%
+3,239
40
$554K 0.44%
+2,938
41
$550K 0.44%
+1,887
42
$543K 0.43%
+2,027
43
$523K 0.42%
+3,718
44
$522K 0.42%
+2,141
45
$506K 0.41%
+3,094
46
$468K 0.37%
+825
47
$453K 0.36%
+752
48
$426K 0.34%
+1,895
49
$419K 0.34%
+6,300
50
$417K 0.33%
+1,614
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