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
CMCSA icon
401
Comcast
CMCSA
$107B
$18.7K ﹤0.01%
+627
XEL icon
402
Xcel Energy
XEL
$50.6B
$17.9K ﹤0.01%
+242
IDA icon
403
Idacorp
IDA
$8.2B
$17.6K ﹤0.01%
+139
AOM icon
404
iShares Core Moderate Allocation ETF
AOM
$1.74B
$17.6K ﹤0.01%
+368
SMAX
405
iShares Large Cap Max Buffer Sep ETF
SMAX
$104M
$17.5K ﹤0.01%
+648
PPTA
406
Perpetua Resources
PPTA
$4.24B
$17.3K ﹤0.01%
+715
AOA icon
407
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.01B
$17.2K ﹤0.01%
+192
AMCR icon
408
Amcor
AMCR
$19.4B
$17K ﹤0.01%
+408
HCA icon
409
HCA Healthcare
HCA
$109B
$17K ﹤0.01%
+36
SCHC icon
410
Schwab International Small-Cap Equity ETF
SCHC
$5.66B
$16.9K ﹤0.01%
+372
VCLT icon
411
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.5B
$16.7K ﹤0.01%
+220
IBUY icon
412
Amplify Online Retail ETF
IBUY
$124M
$16.4K ﹤0.01%
+220
CEG icon
413
Constellation Energy
CEG
$107B
$15.9K ﹤0.01%
+45
CFFN icon
414
Capitol Federal Financial
CFFN
$981M
$15.5K ﹤0.01%
+2,279
BBY icon
415
Best Buy
BBY
$13.7B
$15.4K ﹤0.01%
+229
CSX icon
416
CSX Corp
CSX
$80.6B
$15K ﹤0.01%
+413
QQQM icon
417
Invesco NASDAQ 100 ETF
QQQM
$77.7B
$14.9K ﹤0.01%
+59
VGT icon
418
Vanguard Information Technology ETF
VGT
$121B
$14.3K ﹤0.01%
+19
DUK icon
419
Duke Energy
DUK
$99.6B
$14.1K ﹤0.01%
+120
BR icon
420
Broadridge
BR
$19B
$14K ﹤0.01%
+63
MPC icon
421
Marathon Petroleum
MPC
$62.9B
$13.8K ﹤0.01%
+85
COIN icon
422
Coinbase
COIN
$54.5B
$13.8K ﹤0.01%
+61
IWS icon
423
iShares Russell Mid-Cap Value ETF
IWS
$15B
$13.7K ﹤0.01%
+97
DKNG icon
424
DraftKings
DKNG
$11.3B
$13.5K ﹤0.01%
+392
NGG icon
425
National Grid
NGG
$86.5B
$13.5K ﹤0.01%
+174