ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
+9.24%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.23M |
| 2 |
Vanguard Total Bond Market
BND
|
$4.96M |
| 3 |
RiverFront Dynamic Core Income
RFCI
|
$4.95M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$4.78M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.59% |
| 2 | Consumer Staples | 4.15% |
| 3 | Technology | 4.01% |
| 4 | Healthcare | 3.17% |
| 5 | Communication Services | 2.94% |
