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 | |
|---|---|---|---|---|---|---|
76
Chemed
CHE
$6.07B
| – | – |
-1,887
|
|
||
77
iShares US Insurance ETF
IAK
$521M
| – | – |
-5,125
|
|
||
78
Kimberly-Clark
KMB
$34.2B
| – | – |
-16,578
|
|
||
|
79
McCormick & Company Non-Voting
MKC
$17.9B
| – | – |
-24,020
|
|
||
|
80
Roper Technologies
ROP
$48B
| – | – |
-3,636
|
|
||
81
Sprouts Farmers Market
SFM
$7.74B
| – | – |
-13,525
|
|
||
82
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| – | – |
-13,889
|
|
||
83
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
| – | – |
-14,877
|
|
||
84
Yelp
YELP
$1.88B
| – | – |
-69,272
|
|