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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.59%
+3,474
52
$1.25M 0.59%
+2,832
53
$1.23M 0.58%
+2,226
54
$1.23M 0.58%
+8,658
55
$1.2M 0.57%
+9,477
56
$1.2M 0.56%
+19,807
57
$1.19M 0.56%
+52,820
58
$1.18M 0.55%
+26,920
59
$1.17M 0.55%
+7,090
60
$1.16M 0.54%
+35,970
61
$1.15M 0.54%
+5,150
62
$1.14M 0.54%
+6,480
63
$1.13M 0.53%
+3,454
64
$1.13M 0.53%
+6,810
65
$1.12M 0.53%
+50,059
66
$1.11M 0.52%
+22,254
67
$1.09M 0.51%
+74,852
68
$1.08M 0.51%
+35,120
69
$1.07M 0.5%
+18,325
70
$1.07M 0.5%
+15,982
71
$1.06M 0.5%
+52,516
72
$1.03M 0.48%
+3,883
73
$1.01M 0.48%
+1,662
74
$990K 0.47%
+23,560
75
$981K 0.46%
+11,360
1 2
3
4 5