ECA

Elevate Capital Advisors Portfolio holdings

AUM $125M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.76M
3
+$4.68M
4
TRV icon
Travelers Companies
TRV
+$4.63M
5
PHYS icon
Sprott Physical Gold
PHYS
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.55%
2 Financials 16.71%
3 Consumer Staples 11.9%
4 Consumer Discretionary 11.86%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$969K 0.85%
+11,517
52
$834K 0.73%
+5,135
53
$829K 0.73%
+3,610
54
$796K 0.7%
+1,639
55
$796K 0.7%
+3,022
56
$793K 0.7%
+3,589
57
$709K 0.62%
+28,302
58
$670K 0.59%
+12,374
59
$491K 0.43%
+708
60
$399K 0.35%
+1,648
61
$306K 0.27%
+1,320
62
$273K 0.24%
+2,031
63
$262K 0.23%
+340
64
$228K 0.2%
+389
65
$204K 0.18%
+2,597
1 2
3