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
+$664K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$276K
3
+$232K
4
AVGO icon
Broadcom
AVGO
+$205K
5
MCD icon
McDonald's
MCD
+$199K

Top Sells

1
+$2.62M
2
+$351K
3
+$307K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$215K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$210K

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 1.8%
3 Healthcare 1.67%
4 Financials 1.3%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,209
52
– –
-11,101
53
– –
-435
54
– –
-1,987
1 2
3