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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.1M
3
+$8.08M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.78M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.87%
3 Communication Services 3.52%
4 Utilities 3.21%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.07%
+36,230
27
$2.58M 1.02%
+19,698
28
$2.54M 1%
+116,804
29
$2.53M 0.99%
+28,487
30
$2.5M 0.98%
+52,433
31
$2.39M 0.94%
+94,434
32
$2.37M 0.93%
+101,875
33
$2.24M 0.88%
+54,817
34
$2.1M 0.83%
+141,218
35
$2.09M 0.82%
+11,134
36
$2.02M 0.79%
+11,807
37
$1.84M 0.72%
+15,507
38
$1.78M 0.7%
+13,955
39
$1.77M 0.7%
+13,174
40
$1.75M 0.69%
+4,869
41
$1.72M 0.68%
+12,062
42
$1.71M 0.67%
+38,698
43
$1.7M 0.67%
+40,580
44
$1.66M 0.65%
+107,885
45
$1.63M 0.64%
+43,008
46
$1.63M 0.64%
+38,808
47
$1.62M 0.64%
+6,944
48
$1.61M 0.63%
+11,122
49
$1.59M 0.63%
+9,742
50
$1.55M 0.61%
+16,821
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