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
$118M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$182K
3
+$123K
4
TSLA icon
Tesla
TSLA
+$105K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.3K

Top Sells

1
+$250K
2
+$239K
3
+$230K
4
ABT icon
Abbott
ABT
+$213K
5
MCD icon
McDonald's
MCD
+$205K

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 1.66%
3 Communication Services 1.3%
4 Healthcare 1.29%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$341K 0.29%
634
-57
27
$329K 0.28%
1,090
-64
28
$313K 0.27%
5,871
-63
29
$311K 0.26%
614
-82
30
$278K 0.24%
794
-17
31
$268K 0.23%
525
-70
32
$254K 0.22%
1,753
-20
33
$248K 0.21%
2,112
-164
34
$246K 0.21%
2,960
+90
35
$234K 0.2%
1,122
-66
36
$230K 0.2%
581
-67
37
$228K 0.19%
1,098
-102
38
$226K 0.19%
1,025
+12
39
$223K 0.19%
437
-66
40
$218K 0.18%
1,492
-22
41
$213K 0.18%
+1,616
42
$211K 0.18%
1,211
-175
43
$201K 0.17%
3,315
-735
44
$114K 0.1%
14,188
-969
45
– –
-1,957
46
– –
-1,204
47
– –
-686
48
– –
-1,994
1
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