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
$90M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.28M
3
+$2.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.72M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.67%
2 Technology 4.2%
3 Energy 3.49%
4 Consumer Staples 3.23%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$516K 0.57%
+6,063
52
$506K 0.56%
+3,424
53
$506K 0.56%
+4,370
54
$505K 0.56%
+17,094
55
$503K 0.56%
+13,332
56
$499K 0.55%
+6,188
57
$486K 0.54%
+4,036
58
$457K 0.51%
+4,925
59
$452K 0.5%
+7,179
60
$446K 0.5%
+6,799
61
$441K 0.49%
+4,981
62
$419K 0.47%
+7,133
63
$417K 0.46%
+5,801
64
$416K 0.46%
+7,520
65
$407K 0.45%
+4,911
66
$405K 0.45%
+6,857
67
$405K 0.45%
+6,598
68
$403K 0.45%
+2,147
69
$401K 0.45%
+2,544
70
$398K 0.44%
+3,189
71
$386K 0.43%
+2,718
72
$378K 0.42%
+8,893
73
$373K 0.41%
+5,857
74
$364K 0.4%
+3,106
75
$357K 0.4%
+2,613
1 2
3
4 5