EA
Echo45 Advisors Portfolio holdings
AUM $149M
AUM
$149M
AUM Growth
-$2.82M (-2%)
Cap. Flow
-$961K
Cap. Flow % of AUM
-0.64%
Top 10 Holdings %Top 10 Hldgs %
67.53%
Holding
54
New
2
Increased
21
Reduced
27
Closed
2
Top Buys
| 1 | $256K | |
| 2 | $209K | |
| 3 | $204K | |
| 4 | $101K | |
| 5 | $96.8K |
Top Sells
| 1 | $818K | |
| 2 | $281K | |
| 3 | $198K | |
| 4 | $164K | |
| 5 | $160K |
Sector Composition
| 1 | Technology | 4.04% |
| 2 | Financials | 2.37% |
| 3 | Consumer Discretionary | 1.71% |
| 4 | Communication Services | 1.43% |
| 5 | Consumer Staples | 0.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $190K | 0.13% | 13,985 +1,605 | +13% | +$21.9K | |||
| $83.5K | 0.06% | 12,469 +757 | +6% | +$5.07K | |||
| $0 | 0% | 0 -660 | Closed | – | |||
| $0 | 0% | 0 -350 | Closed | – |
