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
$302M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$11.5M
3
+$9.72M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.18M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.09%
2 Consumer Staples 3.94%
3 Financials 3.82%
4 Communication Services 3.61%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.91%
+12,966
27
$2.71M 0.9%
+25,038
28
$2.62M 0.87%
+90,627
29
$2.62M 0.87%
+56,431
30
$2.52M 0.83%
+13,939
31
$2.49M 0.83%
+15,681
32
$2.48M 0.82%
+44,634
33
$2.46M 0.82%
+64,321
34
$2.46M 0.81%
+47,483
35
$2.35M 0.78%
+28,204
36
$2.35M 0.78%
+52,189
37
$2.2M 0.73%
+7,130
38
$2.13M 0.7%
+13,109
39
$2.12M 0.7%
+107,583
40
$2.1M 0.7%
+46,035
41
$1.99M 0.66%
+72,940
42
$1.89M 0.63%
+67,692
43
$1.86M 0.62%
+7,156
44
$1.86M 0.62%
+11,417
45
$1.79M 0.59%
+32,268
46
$1.75M 0.58%
+37,249
47
$1.69M 0.56%
+2,853
48
$1.66M 0.55%
+15,358
49
$1.63M 0.54%
+8,852
50
$1.62M 0.54%
+43,169
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