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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.8M
3
+$8.69M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.23M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Financials 4.14%
3 Communication Services 3.77%
4 Consumer Staples 3.25%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.9%
+44,410
27
$2.6M 0.9%
+50,100
28
$2.57M 0.89%
+89,040
29
$2.46M 0.85%
+65,420
30
$2.4M 0.83%
+24,059
31
$2.32M 0.8%
+85,608
32
$2.29M 0.79%
+43,255
33
$2.25M 0.78%
+44,551
34
$2.25M 0.78%
+15,032
35
$2.24M 0.78%
+3,676
36
$2.16M 0.75%
+96,914
37
$2.09M 0.72%
+8,022
38
$2.03M 0.7%
+5,972
39
$2.02M 0.7%
+7,172
40
$1.96M 0.68%
+48,015
41
$1.95M 0.68%
+38,719
42
$1.93M 0.67%
+7,166
43
$1.76M 0.61%
+11,771
44
$1.75M 0.6%
+27,250
45
$1.69M 0.58%
+16,559
46
$1.68M 0.58%
+2,947
47
$1.66M 0.57%
+57,836
48
$1.65M 0.57%
+15,083
49
$1.61M 0.56%
+2,986
50
$1.61M 0.56%
+77,780
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