ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
This Quarter Return
+4.02%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$90M
AUM Growth
–
Cap. Flow
+$90M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.31M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.28M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
$2.8M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.72M |
| 5 |
Apple
AAPL
|
$2.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.67% |
| 2 | Technology | 4.2% |
| 3 | Energy | 3.49% |
| 4 | Consumer Staples | 3.23% |
| 5 | Industrials | 2.2% |
