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
$112M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$804K
3
+$675K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$652K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$476K

Top Sells

1
+$491K
2
+$122K
3
+$24.3K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$19.8K

Sector Composition

1 Technology 2.98%
2 Healthcare 2.44%
3 Consumer Discretionary 1.48%
4 Consumer Staples 1.13%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$422K 0.38%
2,030
+108
27
$393K 0.35%
+3,590
28
$372K 0.33%
+3,838
29
$364K 0.33%
1,697
-36
30
$351K 0.31%
1,492
+28
31
$338K 0.3%
+5,774
32
$311K 0.28%
6,582
-33
33
$311K 0.28%
1,409
+1
34
$297K 0.27%
811
+67
35
$292K 0.26%
1,653
+212
36
$256K 0.23%
+2,304
37
$255K 0.23%
2,323
-27
38
$254K 0.23%
+2,302
39
$251K 0.22%
+4,455
40
$247K 0.22%
1,242
-25
41
$243K 0.22%
1,812
-179
42
$238K 0.21%
1,627
-42
43
$234K 0.21%
+4,926
44
$234K 0.21%
+1,541
45
$233K 0.21%
+479
46
$231K 0.21%
+1,287
47
$230K 0.21%
+746
48
$229K 0.2%
+15,650
49
$225K 0.2%
1,089
50
$223K 0.2%
+1,851
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