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
$112M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$804K
3
+$675K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$652K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$476K

Top Sells

1
+$491K
2
+$122K
3
+$24.3K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$19.8K

Sector Composition

1 Technology 2.98%
2 Healthcare 2.44%
3 Consumer Discretionary 1.48%
4 Consumer Staples 1.13%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.2%
+2,041
52
$206K 0.18%
+1,139
53
$205K 0.18%
526
-26
54
$50.9K 0.05%
+10,584
55
$1.61K ﹤0.01%
+522
56
– –
-1,850
1 2
3