ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
+6.39%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$376M
AUM Growth
+$20.8M
(+5.8%)
Cap. Flow
-$239K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
22.98%
Holding
281
New
55
Increased
87
Reduced
115
Closed
17
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.5M |
| 2 |
RiverFront Strategic Income Fund
RIGS
|
$6.66M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.98M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$5.24M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.6M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Financials | 5.77% |
| 3 | Consumer Discretionary | 3.72% |
| 4 | Utilities | 3.48% |
| 5 | Healthcare | 2.64% |
