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
$142M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$6.19M
3
+$3.44M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$3.03M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.42M

Top Sells

1
+$9.03M
2
+$7.9M
3
+$3.83M
4
AAPL icon
Apple
AAPL
+$1.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$911K

Sector Composition

1 Technology 4.6%
2 Financials 1.35%
3 Communication Services 1.34%
4 Consumer Discretionary 1.2%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 10.32%
297,160
-77,541
2
$14.2M 10.01%
1,014,152
+440,701
3
$10.6M 7.44%
106,446
+7,621
4
$10.5M 7.37%
420,017
+96,860
5
$9.19M 6.46%
119,791
+24,785
6
$8.14M 5.72%
41,317
-45,789
7
$7.68M 5.4%
19,634
-20,205
8
$7.66M 5.38%
132,070
+4,146
9
$7.35M 5.16%
535,575
+250,521
10
$7.31M 5.14%
+44,488
11
$6.62M 4.65%
151,316
-20,824
12
$4.11M 2.89%
24,326
-2,422
13
$4.07M 2.86%
27,080
-3,805
14
$3.71M 2.6%
58,926
+13,098
15
$3.03M 2.13%
+29,504
16
$2.64M 1.86%
10,062
-1,102
17
$2.57M 1.8%
14,067
-1,537
18
$2.24M 1.57%
5,001
-855
19
$1.97M 1.39%
9,369
-5,686
20
$1.57M 1.1%
+46,311
21
$1.56M 1.1%
+69,203
22
$1.45M 1.02%
11,732
-2,758
23
$1.14M 0.8%
5,922
-697
24
$848K 0.6%
4,654
-1,782
25
$706K 0.5%
1,401
-216
1
2 3