EA
Echo45 Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+4.52%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.3%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.4M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$12.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$7.84M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$7.46M |
| 5 |
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% |
