ECA
Elevate Capital Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
21.69%
This Fund
S&P 500
1 Year Est. Return
+21.69%
AUM
$151M
AUM Growth
+$7.75M
(+5.4%)
Holding
98
Top Buys
| 1 | +$12.7M | |
| 2 | +$5.17M | |
| 3 | +$1.91M | |
| 4 |
Arch Capital
ACGL
|
+$1.4M |
| 5 |
Amazon
AMZN
|
+$1.32M |
Top Sells
| 1 | +$3.54M | |
| 2 | +$3.42M | |
| 3 | +$3.16M | |
| 4 |
Booz Allen Hamilton
BAH
|
+$2.6M |
| 5 |
Nike
NKE
|
+$2.32M |
Sector Composition
| 1 | Financials | 19.08% |
| 2 | Technology | 16.55% |
| 3 | Consumer Staples | 9.56% |
| 4 | Consumer Discretionary | 7.62% |
| 5 | Healthcare | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.62T
| $2.31M | 1.53% |
12,403
+1,505
|
|
||
27
abrdn Physical Gold Shares ETF
SGOL
$9.14B
| $2.04M | 1.35% |
49,663
-7,034
|
|
||
28
Automatic Data Processing
ADP
$99.2B
| $2.04M | 1.35% |
7,927
-4,972
|
|
||
29
AbbVie
ABBV
$393B
| $1.96M | 1.29% |
8,565
-1,052
|
|
||
30
Monster Beverage
MNST
$78.7B
| $1.86M | 1.23% |
24,315
-1,209
|
|
||
31
iShares Bitcoin Trust
IBIT
$65.2B
| $1.82M | 1.21% |
36,749
+11,735
|
|
||
32
Vanguard S&P 500 ETF
VOO
$850B
| $1.82M | 1.2% |
2,904
-55
|
|
||
33
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.7B
| $1.75M | 1.16% |
17,451
-15,903
|
|
||
34
Uber
UBER
$169B
| $1.74M | 1.15% |
21,313
-9,676
|
|
||
35
Accenture
ACN
$159B
| $1.7M | 1.12% |
6,319
-184
|
|
||
36
Arista Networks
ANET
$187B
| $1.69M | 1.12% |
12,896
-2,019
|
|
||
37
Roivant Sciences
ROIV
$15.3B
| $1.68M | 1.11% |
77,545
-36,236
|
|
||
38
Chubb
CB
$120B
| $1.62M | 1.07% |
5,177
+2,264
|
|
||
39
Philip Morris
PM
$276B
| $1.57M | 1.04% |
9,759
-2,909
|
|
||
40
Broadcom
AVGO
$1.56T
| $1.53M | 1.01% |
4,407
+2,824
|
|
||
|
41
Arch Capital
ACGL
$34.4B
| $1.4M | 0.93% |
+14,640
|
|
||
42
Franklin Bitcoin ETF
EZBC
$491M
| $1.29M | 0.86% |
25,583
-2,247
|
|
||
43
Celsius Holdings
CELH
$13.7B
| $1.28M | 0.85% |
+28,043
|
|
||
44
Merck
MRK
$271B
| $1.22M | 0.81% |
11,633
+2,988
|
|
||
45
Tesla
TSLA
$1.4T
| $1.22M | 0.81% |
2,711
+1,742
|
|
||
46
Intuit
INTU
$138B
| $1.15M | 0.76% |
1,741
-245
|
|
||
47
Kinsale Capital Group
KNSL
$9.06B
| $1.08M | 0.71% |
+2,755
|
|
||
48
State Street Energy Select Sector SPDR ETF
XLE
$31.3B
| $1.03M | 0.68% |
22,939
-3,895
|
|
||
49
Deere & Co
DE
$143B
| $1,000K | 0.66% |
2,147
-1,666
|
|
||
50
Chipotle Mexican Grill
CMG
$51.7B
| $974K | 0.64% |
26,322
-8,309
|
|