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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.1M
3
+$7.84M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$7.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.69%
2 Consumer Discretionary 4.66%
3 Healthcare 4.39%
4 Financials 4.36%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.33%
+1,618
52
$401K 0.32%
+4,391
53
$389K 0.31%
+3,318
54
$375K 0.3%
+2,250
55
$366K 0.29%
+2,173
56
$362K 0.29%
+2,084
57
$360K 0.29%
+2,202
58
$359K 0.29%
+1,229
59
$353K 0.28%
+1,181
60
$337K 0.27%
+3,607
61
$334K 0.27%
+365
62
$330K 0.26%
+1,640
63
$315K 0.25%
+878
64
$311K 0.25%
+1,502
65
$304K 0.24%
+6,044
66
$304K 0.24%
+845
67
$304K 0.24%
+5,128
68
$301K 0.24%
+4,978
69
$292K 0.23%
+5,663
70
$291K 0.23%
+2,176
71
$288K 0.23%
+3,758
72
$283K 0.23%
+1,904
73
$280K 0.22%
+1,446
74
$258K 0.21%
+733
75
$256K 0.21%
+1,359
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3
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