EA

Echo45 Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$182K
3
+$123K
4
TSLA icon
Tesla
TSLA
+$105K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.3K

Top Sells

1
+$250K
2
+$239K
3
+$230K
4
ABT icon
Abbott
ABT
+$213K
5
MCD icon
McDonald's
MCD
+$205K

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 1.66%
3 Communication Services 1.3%
4 Healthcare 1.29%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 11.76%
317,171
+4,152
2
$12.2M 10.37%
82,983
-212
3
$12.1M 10.27%
36,172
+37
4
$10.8M 9.18%
111,665
-155
5
$9.19M 7.8%
375,893
-1,225
6
$8.23M 6.98%
142,851
-107
7
$8.16M 6.92%
108,545
-123
8
$7.6M 6.45%
508,581
-15,997
9
$5.45M 4.62%
138,897
+926
10
$3.52M 2.99%
24,570
+47
11
$3.49M 2.96%
26,650
+100
12
$3.23M 2.74%
242,608
+859
13
$3.15M 2.67%
53,243
+120
14
$2.21M 1.88%
13,883
+11
15
$2.14M 1.81%
9,528
+70
16
$1.72M 1.46%
10,044
-360
17
$1.71M 1.45%
5,423
-272
18
$822K 0.7%
6,278
-334
19
$806K 0.68%
6,340
+277
20
$575K 0.49%
13,230
+2,820
21
$505K 0.43%
894
-24
22
$496K 0.42%
1,651
-26
23
$433K 0.37%
859
-64
24
$399K 0.34%
1,736
-129
25
$392K 0.33%
1,567
+421
1
2