EA

Echo45 Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$312K
2 +$294K
3 +$251K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$216K
5
ORLY icon
O'Reilly Automotive
ORLY
+$215K

Sector Composition

1 Technology 4.48%
2 Financials 2.5%
3 Communication Services 1.64%
4 Consumer Discretionary 1.52%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBVA icon
51
Banco Bilbao Vizcaya Argentaria
BBVA
$118B
$188K 0.12%
12,202
-1,783
HLN icon
52
Haleon
HLN
$42.1B
$118K 0.07%
+11,418
ABBV icon
53
AbbVie
ABBV
$387B
-1,198
ORLY icon
54
O'Reilly Automotive
ORLY
$82.1B
-2,250
SAN icon
55
Banco Santander
SAN
$153B
-12,469
UNH icon
56
UnitedHealth
UNH
$294B
-561