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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.1M
3
+$7.84M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$7.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.69%
2 Consumer Discretionary 4.66%
3 Healthcare 4.39%
4 Financials 4.36%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.2%
+4,319
77
$254K 0.2%
+612
78
$253K 0.2%
+916
79
$243K 0.19%
+6,995
80
$241K 0.19%
+4,639
81
$237K 0.19%
+1,503
82
$234K 0.19%
+2,693
83
$229K 0.18%
+3,750
84
$223K 0.18%
+93
85
$220K 0.18%
+595
86
$214K 0.17%
+4,806
87
$211K 0.17%
+593
88
$211K 0.17%
+4,485
89
$202K 0.16%
+1,476
90
$201K 0.16%
+1,286
1 2 3
4