EA

Echo45 Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.93M
3
+$3.14M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.64M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.36M

Top Sells

1
+$11.6M
2
+$2.77M
3
+$2.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.5M

Sector Composition

1 Technology 3.57%
2 Healthcare 1.74%
3 Consumer Discretionary 1.53%
4 Financials 1.26%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.7K 0.03%
+10,209
52
$1.63K ﹤0.01%
435
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54
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61
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-1,089
63
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-59,262
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