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
$349M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.17M
3
+$4.18M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.65M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$4.71M
2
+$3.58M
3
+$3.23M
4
HFND icon
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
+$2.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.49M

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.47%
3 Financials 2.19%
4 Consumer Discretionary 1.99%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1%
82,859
-6,954
27
$3.41M 0.98%
18,705
+324
28
$3.23M 0.93%
152,229
+11,798
29
$3.21M 0.92%
42,065
+4,788
30
$3.21M 0.92%
25,498
+6,447
31
$3.14M 0.9%
13,718
+259
32
$3.02M 0.86%
101,355
+8,222
33
$3M 0.86%
71,724
+4,608
34
$2.98M 0.85%
72,217
+5,060
35
$2.93M 0.84%
40,285
-509
36
$2.88M 0.83%
139,236
+51,232
37
$2.82M 0.81%
+24,387
38
$2.81M 0.8%
55,338
-2,226
39
$2.76M 0.79%
39,654
+1,037
40
$2.63M 0.75%
90,495
+39,964
41
$2.59M 0.74%
12,433
-86
42
$2.58M 0.74%
17,493
+250
43
$2.52M 0.72%
14,421
+1,062
44
$2.38M 0.68%
52,291
+8,127
45
$2.37M 0.68%
148,890
+7,987
46
$2.36M 0.67%
15,470
+589
47
$2.35M 0.67%
32,498
+4,854
48
$2.35M 0.67%
12,033
+10,502
49
$2.33M 0.67%
48,240
+1,644
50
$2.25M 0.65%
17,170
+6,211
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