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
$214M
AUM Growth
+$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.74M
3
+$1.11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.08M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.06M

Top Sells

1
+$10.9M
2
+$1.53M
3
+$1.08M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$943K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$891K

Sector Composition

1 Financials 4.9%
2 Technology 4.57%
3 Consumer Staples 3.56%
4 Communication Services 3.52%
5 Utilities 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.08%
87,159
-1,104
27
$2.29M 1.07%
13,058
-578
28
$2.18M 1.02%
19,598
+2,959
29
$2.06M 0.96%
49,422
+25,862
30
$2.06M 0.96%
22,472
+1,072
31
$1.96M 0.92%
131,858
-2,128
32
$1.89M 0.88%
23,503
-696
33
$1.75M 0.82%
57,666
+8,150
34
$1.73M 0.81%
47,315
-4,088
35
$1.71M 0.8%
27,112
+2,001
36
$1.63M 0.76%
28,568
-584
37
$1.62M 0.76%
103,997
-1,075
38
$1.61M 0.76%
11,958
-2,946
39
$1.59M 0.75%
43,263
+1,247
40
$1.57M 0.73%
55,959
-69
41
$1.56M 0.73%
26,946
-412
42
$1.55M 0.73%
8,095
-321
43
$1.52M 0.71%
32,479
-1,131
44
$1.5M 0.7%
8,618
-318
45
$1.47M 0.69%
33,521
+1,193
46
$1.33M 0.62%
20,133
+4,151
47
$1.29M 0.61%
57,160
+4,340
48
$1.26M 0.59%
8,138
-38
49
$1.25M 0.59%
5,933
-727
50
$1.2M 0.56%
6,557
-623
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