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
$98.6M
AUM Growth
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$894K
3
+$892K
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$747K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$465K

Top Sells

1
+$2.7M
2
+$2.25M
3
+$779K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$352K
5
NVDA icon
NVIDIA
NVDA
+$291K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.29%
3 Consumer Discretionary 2.06%
4 Consumer Staples 0.82%
5 Financials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,811
52
– –
-8,546
53
– –
-2,401
1 2
3