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
$128M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.53M
3
+$2.26M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.88M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$955K

Top Sells

1
+$680K
2
+$556K
3
+$509K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$401K
5
BA icon
Boeing
BA
+$330K

Sector Composition

1 Technology 11.9%
2 Consumer Discretionary 3.33%
3 Healthcare 3.28%
4 Financials 2.99%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.24%
1,387
-115
52
$307K 0.24%
1,902
-271
53
$296K 0.23%
1,382
-64
54
$289K 0.23%
1,729
-355
55
$288K 0.23%
2,486
-452
56
$283K 0.22%
4,572
-556
57
$277K 0.22%
1,371
-243
58
$266K 0.21%
745
-133
59
$256K 0.2%
3,115
-643
60
$253K 0.2%
331
-34
61
$248K 0.19%
987
-242
62
$248K 0.19%
2,927
-680
63
$246K 0.19%
2,978
-772
64
$241K 0.19%
545
-48
65
$238K 0.19%
4,809
-854
66
$236K 0.19%
1,757
-493
67
$231K 0.18%
4,935
-1,109
68
$227K 0.18%
794
-122
69
$226K 0.18%
1,742
-434
70
$226K 0.18%
750
-95
71
$215K 0.17%
1,171
-188
72
$207K 0.16%
1,132
-154
73
$206K 0.16%
550
-202
74
$204K 0.16%
87
-6
75
$201K 0.16%
1,616
-288
1 2
3
4