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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.09%
+88,263
27
$2.04M 0.96%
+14,904
28
$1.95M 0.92%
+24,199
29
$1.93M 0.91%
+21,400
30
$1.89M 0.89%
+51,403
31
$1.87M 0.88%
+133,986
32
$1.82M 0.86%
+16,639
33
$1.65M 0.77%
+42,016
34
$1.64M 0.77%
+25,111
35
$1.59M 0.75%
+29,152
36
$1.59M 0.75%
+27,358
37
$1.57M 0.74%
+32,328
38
$1.56M 0.73%
+8,416
39
$1.54M 0.73%
+6,660
40
$1.53M 0.72%
+105,072
41
$1.53M 0.72%
+49,516
42
$1.51M 0.71%
+7,180
43
$1.51M 0.71%
+33,610
44
$1.51M 0.71%
+56,028
45
$1.45M 0.68%
+8,936
46
$1.43M 0.67%
+4,733
47
$1.38M 0.65%
+96,240
48
$1.35M 0.64%
+8,176
49
$1.33M 0.63%
+2,498
50
$1.32M 0.62%
+4,389
1
2
3 4 5