ECA

Elevated Capital Advisors Portfolio holdings

AUM $357M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.28M
3
+$2.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.72M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.29%
+6,354
27
$1.14M 1.27%
+31,931
28
$1.07M 1.19%
+7,508
29
$1.07M 1.19%
+8,955
30
$1.04M 1.15%
+5,827
31
$909K 1.01%
+18,972
32
$831K 0.92%
+16,310
33
$826K 0.92%
+8,286
34
$786K 0.87%
+34,395
35
$771K 0.86%
+25,610
36
$768K 0.85%
+10,559
37
$753K 0.84%
+4,548
38
$749K 0.83%
+16,837
39
$677K 0.75%
+22,664
40
$673K 0.75%
+14,440
41
$667K 0.74%
+12,439
42
$596K 0.66%
+3,370
43
$580K 0.64%
+18,599
44
$566K 0.63%
+7,424
45
$555K 0.62%
+9,255
46
$542K 0.6%
+5,317
47
$541K 0.6%
+5,905
48
$538K 0.6%
+10,662
49
$535K 0.59%
+10,273
50
$521K 0.58%
+9,209
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