ECA

Elevate Capital Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$6.16M
3
+$5.6M
4
AXS icon
AXIS Capital
AXS
+$2.72M
5
FNV icon
Franco-Nevada
FNV
+$1.87M

Top Sells

1
+$3.23M
2
+$2.04M
3
+$1.8M
4
AAPL icon
Apple
AAPL
+$1.61M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Financials 23.99%
2 Technology 11.41%
3 Consumer Staples 7.83%
4 Healthcare 4.7%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$206B
$2.18M 1.41%
7,004
-1,560
META icon
27
Meta Platforms (Facebook)
META
$1.7T
$2.1M 1.36%
3,679
-2,806
MSFT icon
28
Microsoft
MSFT
$3.15T
$2.07M 1.34%
5,588
-2,932
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.03T
$1.92M 1.24%
4,012
-1,795
ABBV icon
30
AbbVie
ABBV
$361B
$1.71M 1.11%
7,863
-702
MNST icon
31
Monster Beverage
MNST
$75.2B
$1.58M 1.02%
21,791
-2,524
CB icon
32
Chubb
CB
$127B
$1.52M 0.98%
4,652
-525
ANET icon
33
Arista Networks
ANET
$212B
$1.39M 0.9%
11,351
-1,545
IBIT icon
34
iShares Bitcoin Trust
IBIT
$61.1B
$1.35M 0.87%
35,045
-1,704
SGOL icon
35
abrdn Physical Gold Shares ETF
SGOL
$7.76B
$1.31M 0.84%
29,247
-20,416
TSLA icon
36
Tesla
TSLA
$1.4T
$1.26M 0.82%
3,397
+686
XLE icon
37
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
$1.22M 0.79%
19,961
-2,978
SGOV icon
38
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.4B
$1.21M 0.79%
12,069
-5,382
MRK icon
39
Merck
MRK
$274B
$1.2M 0.77%
9,942
-1,691
KNSL icon
40
Kinsale Capital Group
KNSL
$7.59B
$1.17M 0.76%
3,426
+671
DE icon
41
Deere & Co
DE
$151B
$1.15M 0.74%
2,037
-110
PM icon
42
Philip Morris
PM
$254B
$1.13M 0.73%
6,844
-2,915
UBER icon
43
Uber
UBER
$152B
$1.08M 0.7%
15,055
-6,258
RTX icon
44
RTX Corp
RTX
$233B
$959K 0.62%
+4,973
EZBC icon
45
Franklin Bitcoin ETF
EZBC
$447M
$936K 0.61%
23,876
-1,707
ROIV icon
46
Roivant Sciences
ROIV
$19.9B
$891K 0.58%
32,150
-45,395
Q
47
Qnity Electronics Inc
Q
$29.6B
$748K 0.48%
6,481
-1,457
PGR icon
48
Progressive
PGR
$117B
$747K 0.48%
3,770
+993
TSM icon
49
TSMC
TSM
$2.04T
$713K 0.46%
+2,110
CELH icon
50
Celsius Holdings
CELH
$8.39B
$693K 0.45%
19,534
-8,509
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