EA
Echo45 Advisors Portfolio holdings
AUM $149M
This Quarter Return
+0.06%
1 Year Return
+4.41%
3 Year Return
+14.69%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
-$2.82M (-2%)
Cap. Flow
-$1.38M
Cap. Flow % of AUM
-0.93%
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 | $220K | |
| 4 | $203K | |
| 5 | $198K |
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 | |||
| – | – | -660 | Closed | -$220K | |||
| – | – | -350 | Closed | -$203K |
