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
$121M
AUM Growth
+$664K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$279K
3
+$249K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$235K
5
MCD icon
McDonald's
MCD
+$205K

Top Sells

1
+$2.87M
2
+$351K
3
+$309K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$215K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$210K

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 1.8%
3 Healthcare 1.67%
4 Financials 1.3%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$358K 0.3%
1,154
-41
27
$324K 0.27%
691
-62
28
$311K 0.26%
5,934
+75
29
$300K 0.25%
1,146
-515
30
$291K 0.24%
595
+44
31
$277K 0.23%
811
+21
32
$271K 0.22%
1,200
-49
33
$258K 0.21%
4,050
+60
34
$258K 0.21%
1,773
-99
35
$255K 0.21%
648
+19
36
$250K 0.21%
1,204
-285
37
$249K 0.21%
+2,870
38
$244K 0.2%
2,276
-471
39
$239K 0.2%
1,386
-92
40
$230K 0.19%
503
+7
41
$230K 0.19%
1,994
-205
42
$230K 0.19%
1,514
-178
43
$229K 0.19%
1,188
-76
44
$216K 0.18%
1,013
-145
45
$213K 0.18%
1,957
-221
46
$205K 0.17%
+686
47
$116K 0.1%
15,157
+3,567
48
– –
-2,066
49
– –
-5,496
50
– –
-10,209
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