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
$139M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$405K
3
+$266K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$250K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$233K

Top Sells

1
+$211K
2
+$111K
3
+$86.4K
4
NVDA icon
NVIDIA
NVDA
+$33.4K
5
ADBE icon
Adobe
ADBE
+$24.2K

Sector Composition

1 Technology 5.42%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.59%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.31%
908
+209
27
$430K 0.31%
2,146
+17
28
$418K 0.3%
845
-40
29
$412K 0.3%
1,074
-8
30
$408K 0.29%
3,080
+40
31
$366K 0.26%
6,075
-66
32
$363K 0.26%
625
33
$319K 0.23%
2,094
+540
34
$302K 0.22%
1,164
-14
35
$275K 0.2%
1,079
+25
36
$274K 0.2%
1,689
+36
37
$268K 0.19%
1,524
-40
38
$267K 0.19%
411
-5
39
$258K 0.19%
1,956
-40
40
$254K 0.18%
3,375
-45
41
$253K 0.18%
502
-48
42
$253K 0.18%
2,177
-110
43
$242K 0.17%
804
+10
44
$234K 0.17%
936
+10
45
$222K 0.16%
1,957
-29
46
$209K 0.15%
1,233
-20
47
$204K 0.15%
+3,522
48
$153K 0.11%
12,921
+365
49
– –
-1,005
1
2