ECA
Elevate Capital Advisors Portfolio holdings
AUM
$143M
1-Year Est. Return
20.03%
1 Year Est. Return
+20.03%
AUM
$143M
AUM Growth
+$18M
(+14%)
Holding
84
Top Buys
| 1 | +$4.49M | |
| 2 | +$2.71M | |
| 3 | +$2.6M | |
| 4 |
Accenture
ACN
|
+$1.6M |
| 5 |
Copart
CPRT
|
+$1.47M |
Top Sells
| 1 | +$2.37M | |
| 2 | +$2.23M | |
| 3 | +$2.14M | |
| 4 |
Roper Technologies
ROP
|
+$2.06M |
| 5 |
McCormick & Company Non-Voting
MKC
|
+$1.82M |
Sector Composition
| 1 | Technology | 19.68% |
| 2 | Financials | 16.76% |
| 3 | Consumer Discretionary | 11.42% |
| 4 | Consumer Staples | 10.21% |
| 5 | Communication Services | 5.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CME Group
CME
$98.6B
| $2.3M | 1.6% |
8,519
+3,919
|
|
||
27
Loews
L
$21.6B
| $2.29M | 1.6% |
22,800
+363
|
|
||
28
Adobe
ADBE
$149B
| $2.26M | 1.58% |
6,406
+1,232
|
|
||
29
AbbVie
ABBV
$395B
| $2.23M | 1.55% |
9,617
+2,409
|
|
||
30
Arista Networks
ANET
$157B
| $2.17M | 1.52% |
14,915
-487
|
|
||
31
Coca-Cola
KO
$303B
| $2.09M | 1.46% |
31,475
+4,079
|
|
||
32
abrdn Physical Gold Shares ETF
SGOL
$7.27B
| $2.09M | 1.46% |
56,697
+8,881
|
|
||
33
AXIS Capital
AXS
$8.04B
| $2.07M | 1.44% |
21,601
+675
|
|
||
34
Philip Morris
PM
$239B
| $2.05M | 1.43% |
12,668
+771
|
|
||
35
NVIDIA
NVDA
$4.25T
| $2.03M | 1.42% |
10,898
+101
|
|
||
36
Franklin Bitcoin ETF
EZBC
$530M
| $1.84M | 1.28% |
27,830
+2,731
|
|
||
37
Vanguard S&P 500 ETF
VOO
$822B
| $1.81M | 1.26% |
2,959
+76
|
|
||
38
Deere & Co
DE
$131B
| $1.74M | 1.22% |
3,813
+607
|
|
||
39
Roivant Sciences
ROIV
$15.4B
| $1.72M | 1.2% |
113,781
-2,245
|
|
||
40
Monster Beverage
MNST
$72.3B
| $1.72M | 1.2% |
25,524
-406
|
|
||
41
iShares Bitcoin Trust
IBIT
$70.2B
| $1.63M | 1.13% |
25,014
+1,079
|
|
||
|
42
Accenture
ACN
$168B
| $1.6M | 1.12% |
+6,503
|
|
||
43
Airbnb
ABNB
$77.8B
| $1.58M | 1.1% |
12,996
+62
|
|
||
|
44
Copart
CPRT
$37.4B
| $1.47M | 1.03% |
+32,737
|
|
||
45
Chipotle Mexican Grill
CMG
$47.8B
| $1.36M | 0.95% |
+34,631
|
|
||
46
Intuit
INTU
$187B
| $1.36M | 0.95% |
+1,986
|
|
||
47
MarketAxess Holdings
MKTX
$6.65B
| $1.27M | 0.89% |
7,315
-1,934
|
|
||
48
State Street Energy Select Sector SPDR ETF
XLE
$13.7B
| $1.2M | 0.84% |
13,417
-460
|
|
||
49
Procter & Gamble
PG
$334B
| $954K | 0.66% |
6,207
-10,623
|
|
||
50
VeriSign
VRSN
$22.4B
| $918K | 0.64% |
3,282
-1,933
|
|