ECA

Elevate Capital Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$5.17M
3 +$1.7M
4
CELH icon
Celsius Holdings
CELH
+$1.41M
5
ACGL icon
Arch Capital
ACGL
+$1.34M

Top Sells

1 +$3.54M
2 +$3.42M
3 +$3.04M
4
BAH icon
Booz Allen Hamilton
BAH
+$2.6M
5
NKE icon
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
NVDA icon
26
NVIDIA
NVDA
$4.38T
$2.31M 1.53%
12,403
+1,505
SGOL icon
27
abrdn Physical Gold Shares ETF
SGOL
$8.64B
$2.04M 1.35%
49,663
-7,034
ADP icon
28
Automatic Data Processing
ADP
$84B
$2.04M 1.35%
7,927
-4,972
ABBV icon
29
AbbVie
ABBV
$388B
$1.96M 1.29%
8,565
-1,052
MNST icon
30
Monster Beverage
MNST
$75.4B
$1.86M 1.23%
24,315
-1,209
IBIT icon
31
iShares Bitcoin Trust
IBIT
$55.5B
$1.82M 1.21%
36,749
+11,735
VOO icon
32
Vanguard S&P 500 ETF
VOO
$842B
$1.82M 1.2%
2,904
-55
SGOV icon
33
iShares 0-3 Month Treasury Bond ETF
SGOV
$78.2B
$1.75M 1.16%
17,451
-15,903
UBER icon
34
Uber
UBER
$151B
$1.74M 1.15%
21,313
-9,676
ACN icon
35
Accenture
ACN
$121B
$1.7M 1.12%
6,319
-184
ANET icon
36
Arista Networks
ANET
$168B
$1.69M 1.12%
12,896
-2,019
ROIV icon
37
Roivant Sciences
ROIV
$20.1B
$1.68M 1.11%
77,545
-36,236
CB icon
38
Chubb
CB
$128B
$1.62M 1.07%
5,177
+2,264
PM icon
39
Philip Morris
PM
$272B
$1.57M 1.04%
9,759
-2,909
AVGO icon
40
Broadcom
AVGO
$1.53T
$1.53M 1.01%
4,407
+2,824
ACGL icon
41
Arch Capital
ACGL
$33.3B
$1.4M 0.93%
+14,640
EZBC icon
42
Franklin Bitcoin ETF
EZBC
$422M
$1.29M 0.86%
25,583
-2,247
CELH icon
43
Celsius Holdings
CELH
$11.5B
$1.28M 0.85%
+28,043
MRK icon
44
Merck
MRK
$286B
$1.22M 0.81%
11,633
+2,988
TSLA icon
45
Tesla
TSLA
$1.47T
$1.22M 0.81%
2,711
+1,742
INTU icon
46
Intuit
INTU
$122B
$1.15M 0.76%
1,741
-245
KNSL icon
47
Kinsale Capital Group
KNSL
$8.39B
$1.08M 0.71%
+2,755
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$40.3B
$1.03M 0.68%
22,939
-3,895
DE icon
49
Deere & Co
DE
$156B
$1,000K 0.66%
2,147
-1,666
CMG icon
50
Chipotle Mexican Grill
CMG
$42.4B
$974K 0.64%
26,322
-8,309