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
$128M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.53M
3
+$2.26M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.88M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$955K

Top Sells

1
+$680K
2
+$556K
3
+$509K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$401K
5
BA icon
Boeing
BA
+$330K

Sector Composition

1 Technology 11.9%
2 Consumer Discretionary 3.33%
3 Healthcare 3.28%
4 Financials 2.99%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$766K 0.6%
28,090
-3,010
27
$650K 0.51%
3,338
-1,051
28
$634K 0.5%
4,540
-600
29
$594K 0.47%
2,673
-305
30
$556K 0.44%
11,196
-1,623
31
$545K 0.43%
3,996
-924
32
$532K 0.42%
9,547
-2,357
33
$526K 0.41%
891
-193
34
$486K 0.38%
2,744
-495
35
$473K 0.37%
3,449
-814
36
$445K 0.35%
1,347
-392
37
$427K 0.33%
2,620
-698
38
$417K 0.33%
1,962
-655
39
$412K 0.32%
1,585
-302
40
$405K 0.32%
2,650
-444
41
$395K 0.31%
1,446
-172
42
$390K 0.31%
1,578
-449
43
$379K 0.3%
3,199
-519
44
$373K 0.29%
1,056
-125
45
$359K 0.28%
1,905
-236
46
$356K 0.28%
1,906
-296
47
$355K 0.28%
1,468
-427
48
$334K 0.26%
5,310
-990
49
$334K 0.26%
695
-210
50
$331K 0.26%
726
-99
1
2
3 4