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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.96M
3
+$4.95M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$4.78M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.59%
2 Consumer Staples 4.15%
3 Technology 4.01%
4 Healthcare 3.17%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.58%
+11,046
52
$864K 0.57%
+40,719
53
$858K 0.57%
+516,880
54
$855K 0.56%
+7,420
55
$851K 0.56%
+50,936
56
$851K 0.56%
+15,684
57
$847K 0.56%
+28,243
58
$832K 0.55%
+14,622
59
$827K 0.55%
+10,103
60
$824K 0.54%
+16,552
61
$822K 0.54%
+17,268
62
$822K 0.54%
+36,161
63
$809K 0.53%
+8,867
64
$801K 0.53%
+4,827
65
$775K 0.51%
+13,424
66
$774K 0.51%
+13,067
67
$768K 0.51%
+8,772
68
$767K 0.51%
+5,682
69
$763K 0.5%
+17,193
70
$756K 0.5%
+9,164
71
$743K 0.49%
+5,485
72
$740K 0.49%
+13,233
73
$736K 0.49%
+2,213
74
$734K 0.48%
+1,719
75
$729K 0.48%
+2,349
1 2
3
4 5