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
$142M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$6.19M
3
+$3.44M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$3.03M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.42M

Top Sells

1
+$9.03M
2
+$7.9M
3
+$3.83M
4
AAPL icon
Apple
AAPL
+$1.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$911K

Sector Composition

1 Technology 4.6%
2 Financials 1.35%
3 Communication Services 1.34%
4 Consumer Discretionary 1.2%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$600K 0.42%
706
-132
27
$515K 0.36%
569
-82
28
$422K 0.3%
2,630
-450
29
$416K 0.29%
1,586
-300
30
$394K 0.28%
1,946
-200
31
$371K 0.26%
913
-133
32
$370K 0.26%
839
-69
33
$352K 0.25%
1,917
-177
34
$347K 0.24%
5,127
-948
35
$324K 0.23%
940
-134
36
$314K 0.22%
617
-228
37
$311K 0.22%
562
-63
38
$258K 0.18%
+7,879
39
$244K 0.17%
440
-62
40
$240K 0.17%
942
-222
41
$237K 0.17%
1,199
-325
42
$236K 0.17%
1,433
-256
43
$226K 0.16%
344
-67
44
$222K 0.16%
1,926
-251
45
$216K 0.15%
1,748
-208
46
$129K 0.09%
12,829
-92
47
– –
-1,957
48
– –
-804
49
– –
-936
50
– –
-1,079
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