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
$279M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.18M
3
+$2.14M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$1.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$984K

Top Sells

1
+$2.54M
2
+$2.38M
3
+$2.32M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.23M
5
RFDA icon
RiverFront Dynamic US Dividend Advantage ETF
RFDA
+$1.85M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 4.66%
3 Communication Services 3.5%
4 Utilities 3.43%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.01%
9,766
+23
27
$2.7M 0.97%
110,669
+4,925
28
$2.65M 0.95%
63,807
+52,578
29
$2.63M 0.94%
53,141
-3,083
30
$2.59M 0.93%
16,229
+36
31
$2.53M 0.91%
+124,154
32
$2.52M 0.9%
17,407
+5,106
33
$2.42M 0.87%
17,434
-542
34
$2.42M 0.87%
102,574
-3,960
35
$2.32M 0.83%
12,719
+42
36
$2.31M 0.83%
166,608
+19,393
37
$2.29M 0.82%
58,170
-64,689
38
$2.27M 0.81%
5,514
+255
39
$2.2M 0.79%
11,630
+256
40
$2.2M 0.79%
114,284
+459
41
$2.14M 0.77%
+21,457
42
$2.13M 0.76%
16,485
+201
43
$2.09M 0.75%
88,801
+1,956
44
$2.08M 0.75%
9,872
+451
45
$1.95M 0.7%
43,512
+1,395
46
$1.94M 0.7%
49,908
+1,748
47
$1.94M 0.7%
48,015
+6,205
48
$1.93M 0.69%
39,988
-251
49
$1.88M 0.67%
12,452
-636
50
$1.84M 0.66%
166,720
+9,629
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