ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$816K
3 +$804K
4
TSLA icon
Tesla
TSLA
+$779K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$586K

Sector Composition

1 Technology 10.9%
2 Financials 6.54%
3 Consumer Discretionary 4%
4 Utilities 3.17%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
O icon
551
Realty Income
O
$62B
$3.78K ﹤0.01%
+67
NOBL icon
552
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$3.75K ﹤0.01%
+36
VXUS icon
553
Vanguard Total International Stock ETF
VXUS
$138B
$3.72K ﹤0.01%
+49
VST icon
554
Vistra
VST
$56.2B
$3.6K ﹤0.01%
+22
MCO icon
555
Moody's
MCO
$82.6B
$3.58K ﹤0.01%
+7
SGI
556
Somnigroup International
SGI
$18.4B
$3.57K ﹤0.01%
+40
RWO icon
557
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.23B
$3.51K ﹤0.01%
+78
CCEF icon
558
Calamos CEF Income & Arbitrage ETF
CCEF
$32.8M
$3.5K ﹤0.01%
+121
BDX icon
559
Becton Dickinson
BDX
$50.2B
$3.49K ﹤0.01%
+18
JEPQ icon
560
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.2B
$3.49K ﹤0.01%
+60
PRFD icon
561
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$218M
$3.49K ﹤0.01%
+68
CDX icon
562
Simplify High Yield ETF
CDX
$487M
$3.45K ﹤0.01%
+155
AIG icon
563
American International
AIG
$43.5B
$3.42K ﹤0.01%
+40
DY icon
564
Dycom Industries
DY
$12.5B
$3.38K ﹤0.01%
+10
LONZ icon
565
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$462M
$3.37K ﹤0.01%
+67
PSX icon
566
Phillips 66
PSX
$64.5B
$3.35K ﹤0.01%
+26
SRLN icon
567
State Street Blackstone Senior Loan ETF
SRLN
$5.5B
$3.34K ﹤0.01%
+81
PNC icon
568
PNC Financial Services
PNC
$86.6B
$3.34K ﹤0.01%
+16
TTWO icon
569
Take-Two Interactive
TTWO
$39.6B
$3.33K ﹤0.01%
+13
TAN icon
570
Invesco Solar ETF
TAN
$1.54B
$3.29K ﹤0.01%
+67
RSPU icon
571
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$546M
$3.29K ﹤0.01%
+44
IDEV icon
572
iShares Core MSCI International Developed Markets ETF
IDEV
$29.3B
$3.28K ﹤0.01%
+40
JPLD icon
573
JPMorgan Limited Duration Bond ETF
JPLD
$3.57B
$3.25K ﹤0.01%
+62
HASI icon
574
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.7B
$3.24K ﹤0.01%
+103
PSKY
575
Paramount Skydance Corp
PSKY
$14.7B
$3.22K ﹤0.01%
+240