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
$231M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.25M
3
+$1.23M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.22M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.01M

Top Sells

1
+$1.89M
2
+$1.08M
3
+$724K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$479K
5
VUG icon
Vanguard Growth ETF
VUG
+$305K

Sector Composition

1 Technology 5.4%
2 Financials 5.19%
3 Communication Services 3.4%
4 Consumer Staples 3.28%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.06%
309,913
-12,151
27
$2.42M 1.05%
118,660
-5,399
28
$2.38M 1.03%
43,247
-1,748
29
$2.33M 1.01%
13,078
+20
30
$2.26M 0.98%
84,835
-2,324
31
$2.14M 0.93%
31,722
+4,610
32
$2.05M 0.89%
131,695
-163
33
$2.04M 0.88%
65,694
+8,028
34
$2.02M 0.88%
46,073
-3,349
35
$1.89M 0.82%
8,474
+2,541
36
$1.83M 0.79%
+39,815
37
$1.74M 0.75%
44,155
-3,160
38
$1.74M 0.75%
42,097
-1,166
39
$1.73M 0.75%
26,744
-1,824
40
$1.7M 0.74%
7,251
+694
41
$1.69M 0.73%
8,152
+57
42
$1.67M 0.72%
53,127
-2,832
43
$1.66M 0.72%
4,378
+383
44
$1.65M 0.71%
97,632
-6,365
45
$1.61M 0.7%
8,261
-357
46
$1.56M 0.68%
31,923
-1,598
47
$1.55M 0.67%
23,027
+2,894
48
$1.54M 0.67%
30,659
-1,820
49
$1.53M 0.66%
26,113
-833
50
$1.48M 0.64%
11,353
+1,270
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