ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$816K
3 +$804K
4
TSLA icon
Tesla
TSLA
+$779K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$586K

Sector Composition

1 Technology 10.9%
2 Financials 6.55%
3 Consumer Discretionary 4%
4 Utilities 3.17%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPHY icon
326
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$66.7K 0.02%
+2,819
VCR icon
327
Vanguard Consumer Discretionary ETF
VCR
$6.21B
$66.6K 0.02%
+169
FMC icon
328
FMC
FMC
$2.15B
$66.5K 0.02%
+4,793
SYK icon
329
Stryker
SYK
$131B
$66.2K 0.02%
+188
IWY icon
330
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$65.1K 0.02%
+235
FCX icon
331
Freeport-McMoran
FCX
$101B
$64.6K 0.02%
+1,272
GIS icon
332
General Mills
GIS
$18.9B
$64.4K 0.02%
+1,384
TXT icon
333
Textron
TXT
$15.9B
$64.2K 0.02%
+736
PCAR icon
334
PACCAR
PCAR
$66.4B
$63.2K 0.01%
+577
CBSH icon
335
Commerce Bancshares
CBSH
$7.51B
$61.3K 0.01%
+1,172
ORCL icon
336
Oracle
ORCL
$503B
$61.2K 0.01%
+314
GLOF icon
337
iShares Global Equity Factor ETF
GLOF
$185M
$60.1K 0.01%
+1,138
RF icon
338
Regions Financial
RF
$24B
$60K 0.01%
+2,214
NOC icon
339
Northrop Grumman
NOC
$94.5B
$57.8K 0.01%
+101
SPLB icon
340
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.34B
$55.9K 0.01%
+2,476
VOT icon
341
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$55.8K 0.01%
+200
UBER icon
342
Uber
UBER
$157B
$55.8K 0.01%
+683
VCIT icon
343
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$55.6K 0.01%
+664
EFAV icon
344
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$55.5K 0.01%
+643
FLTR icon
345
VanEck IG Floating Rate ETF
FLTR
$2.67B
$54.3K 0.01%
+2,130
SYY icon
346
Sysco
SYY
$36.5B
$53.8K 0.01%
+729
DBEF icon
347
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.82B
$51.8K 0.01%
+1,077
RFEM icon
348
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$77.2M
$47.3K 0.01%
+597
LRCX icon
349
Lam Research
LRCX
$334B
$46.2K 0.01%
+270
FIGS icon
350
FIGS
FIGS
$2.69B
$45.4K 0.01%
+4,000