EA
Echo45 Advisors Portfolio holdings
AUM
$175M
1-Year Est. Return
15.69%
This Fund
S&P 500
1 Year Est. Return
+15.69%
AUM
$171M
AUM Growth
+$12M
(+7.6%)
Holding
61
Top Buys
| 1 | +$697K | |
| 2 | +$504K | |
| 3 | +$386K | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$339K |
| 5 |
Gabelli Dividend & Income Trust
GDV
|
+$317K |
Top Sells
| 1 | +$729K | |
| 2 | +$336K | |
| 3 | +$239K | |
| 4 |
Intercontinental Exchange
ICE
|
+$214K |
| 5 |
Blackrock
BLK
|
+$207K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Financials | 2.43% |
| 3 | Communication Services | 1.76% |
| 4 | Consumer Discretionary | 1.69% |
| 5 | Consumer Staples | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
HSBC
HSBC
$283B
| $223K | 0.13% |
+3,137
|
|
||
52
Intuit
INTU
$120B
| $223K | 0.13% |
326
-6
|
|
||
53
Procter & Gamble
PG
$336B
| $220K | 0.13% |
1,433
-68
|
|
||
54
Exxon Mobil
XOM
$707B
| $215K | 0.13% |
1,909
-30
|
|
||
55
Triple Flag Precious Metals
TFPM
$7.17B
| $215K | 0.13% |
+7,352
|
|
||
56
Caterpillar
CAT
$330B
| $208K | 0.12% |
+435
|
|
||
57
GE Aerospace
GE
$296B
| $205K | 0.12% |
+682
|
|
||
58
Royal Bank of Canada
RY
$225B
| $202K | 0.12% |
+1,372
|
|
||
59
Haleon
HLN
$44.6B
| – | – |
-11,418
|
|
||
|
60
Intercontinental Exchange
ICE
$89.3B
| – | – |
-1,167
|
|
||
61
Coca-Cola
KO
$327B
| – | – |
-3,373
|
|