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
$142M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$6.23M
3
+$3.43M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.41M

Top Sells

1
+$8.47M
2
+$7.84M
3
+$3.86M
4
AAPL icon
Apple
AAPL
+$1.06M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$897K

Sector Composition

1 Technology 4.6%
2 Financials 1.35%
3 Communication Services 1.34%
4 Consumer Discretionary 1.2%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-936
52
– –
-1,079
53
– –
-3,375
1 2
3