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EA

Echo45 Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 16.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$365K
3
+$219K
4
LRCX icon
Lam Research
LRCX
+$218K
5
NEM icon
Newmont
NEM
+$216K

Top Sells

1
+$388K
2
+$285K
3
+$228K
4
WFC icon
Wells Fargo
WFC
+$227K
5
BAC icon
Bank of America
BAC
+$211K

Sector Composition

1 Technology 4.71%
2 Financials 1.86%
3 Communication Services 1.59%
4 Consumer Discretionary 1.43%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$394B
$305K 0.17%
430
+4
XOM icon
52
Exxon Mobil
XOM
$624B
$303K 0.17%
1,786
+3
SCHB icon
53
Schwab US Broad Market ETF
SCHB
$41.6B
$300K 0.17%
11,942
HD icon
54
Home Depot
HD
$318B
$293K 0.16%
892
-1
CB icon
55
Chubb
CB
$128B
$292K 0.16%
895
+1
GLD icon
56
SPDR Gold Trust
GLD
$134B
$291K 0.16%
677
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$136B
$279K 0.16%
2,815
BBVA icon
58
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$275K 0.15%
12,711
-191
GS icon
59
Goldman Sachs
GS
$295B
$271K 0.15%
320
-4
HSBC icon
60
HSBC
HSBC
$295B
$263K 0.15%
3,189
+227
NFLX icon
61
Netflix
NFLX
$345B
$262K 0.15%
2,730
-100
IVV icon
62
iShares Core S&P 500 ETF
IVV
$819B
$258K 0.15%
395
TSM icon
63
TSMC
TSM
$2.12T
$245K 0.14%
725
+31
TFPM icon
64
Triple Flag Precious Metals
TFPM
$5.55B
$237K 0.13%
6,815
GDV icon
65
Gabelli Dividend & Income Trust
GDV
$2.49B
$235K 0.13%
8,714
TMO icon
66
Thermo Fisher Scientific
TMO
$179B
$234K 0.13%
475
-38
TJX icon
67
TJX Companies
TJX
$185B
$224K 0.13%
1,405
+3
BLK icon
68
Blackrock
BLK
$157B
$223K 0.13%
232
-369
ABBV icon
69
AbbVie
ABBV
$397B
$209K 0.12%
963
-13
AMD icon
70
Advanced Micro Devices
AMD
$738B
$209K 0.12%
+1,025
LRCX icon
71
Lam Research
LRCX
$402B
$208K 0.12%
+973
LOW icon
72
Lowe's Companies
LOW
$121B
$207K 0.12%
876
-5
KO icon
73
Coca-Cola
KO
$360B
$206K 0.12%
+2,708
RY icon
74
Royal Bank of Canada
RY
$275B
$204K 0.11%
1,258
+60
GE icon
75
GE Aerospace
GE
$333B
$203K 0.11%
717
-16
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