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
$106M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.76M
3
+$729K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$538K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$531K

Top Sells

1
+$4.99M
2
+$1.94M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$625K
5
DIS icon
Walt Disney
DIS
+$473K

Sector Composition

1 Technology 4.18%
2 Healthcare 2.85%
3 Consumer Discretionary 1.99%
4 Communication Services 1.45%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.19%
642
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52
$201K 0.19%
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