ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
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 6.55%
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
LYG icon
676
Lloyds Banking Group
LYG
$83B
$1.34K ﹤0.01%
+253
KHC icon
677
Kraft Heinz
KHC
$26.6B
$1.33K ﹤0.01%
+55
TXRH icon
678
Texas Roadhouse
TXRH
$10.9B
$1.33K ﹤0.01%
+8
ARW icon
679
Arrow Electronics
ARW
$8.94B
$1.32K ﹤0.01%
+12
WMB icon
680
Williams Companies
WMB
$87B
$1.32K ﹤0.01%
+22
HDB icon
681
HDFC Bank
HDB
$141B
$1.31K ﹤0.01%
+36
MLPA icon
682
Global X MLP ETF
MLPA
$2.11B
$1.31K ﹤0.01%
+27
ICLO icon
683
Invesco AAA CLO Floating Rate Note ETF
ICLO
$441M
$1.28K ﹤0.01%
+50
ETSY icon
684
Etsy
ETSY
$5.96B
$1.27K ﹤0.01%
+23
QRVO icon
685
Qorvo
QRVO
$7.59B
$1.27K ﹤0.01%
+15
CL icon
686
Colgate-Palmolive
CL
$68.8B
$1.26K ﹤0.01%
+16
HEAL
687
Global X Funds Global X HealthTech ETF
HEAL
$26.4M
$1.26K ﹤0.01%
+43
AME icon
688
Ametek
AME
$54.1B
$1.23K ﹤0.01%
+6
KRE icon
689
State Street SPDR S&P Regional Banking ETF
KRE
$4.19B
$1.23K ﹤0.01%
+19
RYAAY icon
690
Ryanair
RYAAY
$32.3B
$1.23K ﹤0.01%
+17
PTC icon
691
PTC
PTC
$16.6B
$1.22K ﹤0.01%
+7
CLOI icon
692
VanEck CLO ETF
CLOI
$1.31B
$1.22K ﹤0.01%
+23
BABA icon
693
Alibaba
BABA
$337B
$1.19K ﹤0.01%
+8
XRT icon
694
State Street SPDR S&P Retail ETF
XRT
$417M
$1.19K ﹤0.01%
+14
IYT icon
695
iShares US Transportation ETF
IYT
$1.81B
$1.19K ﹤0.01%
+16
IXJ icon
696
iShares Global Healthcare ETF
IXJ
$3.7B
$1.17K ﹤0.01%
+12
JBHT icon
697
JB Hunt Transport Services
JBHT
$23.1B
$1.17K ﹤0.01%
+6
GM icon
698
General Motors
GM
$73.5B
$1.14K ﹤0.01%
+14
PDD icon
699
Pinduoduo
PDD
$149B
$1.13K ﹤0.01%
+10
ESNT icon
700
Essent Group
ESNT
$5.83B
$1.1K ﹤0.01%
+17