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
$262M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.21M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$741K
5
TSLA icon
Tesla
TSLA
+$730K

Top Sells

1
+$1.78M
2
+$1.75M
3
+$1.28M
4
ULTA icon
Ulta Beauty
ULTA
+$1.18M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.17M

Sector Composition

1 Consumer Staples 5.08%
2 Technology 4.18%
3 Utilities 3.64%
4 Communication Services 3.44%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.06%
56,224
-2,431
27
$2.74M 1.04%
121,121
-3,097
28
$2.72M 1.04%
57,242
+4,809
29
$2.62M 1%
17,976
-1,722
30
$2.62M 1%
16,193
+3,019
31
$2.54M 0.97%
105,744
+3,869
32
$2.39M 0.91%
106,534
-10,270
33
$2.34M 0.89%
9,743
+2,799
34
$2.32M 0.88%
46,031
+30,256
35
$2.29M 0.87%
12,677
+2,935
36
$2.21M 0.84%
16,284
+5,453
37
$2.21M 0.84%
147,215
+5,997
38
$2.13M 0.81%
86,845
-7,589
39
$2.1M 0.8%
113,825
+5,940
40
$2.09M 0.8%
11,374
-433
41
$2.02M 0.77%
5,259
+390
42
$1.92M 0.73%
9,421
-1,713
43
$1.91M 0.73%
10,637
-38
44
$1.9M 0.72%
48,160
+5,152
45
$1.85M 0.71%
18,466
+1,645
46
$1.85M 0.71%
42,117
+3,309
47
$1.81M 0.69%
40,239
-341
48
$1.75M 0.67%
12,868
+1,746
49
$1.74M 0.66%
12,301
-1,654
50
$1.67M 0.64%
57,114
+3,428
1
2
3 4 5