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
$214M
AUM Growth
+$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.74M
3
+$1.11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.08M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.06M

Top Sells

1
+$10.9M
2
+$1.53M
3
+$1.08M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$943K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$891K

Sector Composition

1 Financials 4.9%
2 Technology 4.57%
3 Consumer Staples 3.56%
4 Communication Services 3.52%
5 Utilities 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.56%
10,083
+606
52
$1.19M 0.56%
8,416
-242
53
$1.17M 0.55%
19,108
-699
54
$1.17M 0.55%
4,280
-453
55
$1.15M 0.54%
73,463
-1,389
56
$1.11M 0.52%
2,377
-455
57
$1.11M 0.52%
+16,712
58
$1.11M 0.52%
25,881
-1,039
59
$1.11M 0.52%
3,995
-394
60
$1.08M 0.51%
84,920
-11,320
61
$1.07M 0.5%
48,956
-1,103
62
$1.06M 0.5%
6,633
-177
63
$1.05M 0.49%
6,940
+460
64
$1.04M 0.49%
50,708
-1,808
65
$1.03M 0.48%
20,538
-1,716
66
$999K 0.47%
2,984
-490
67
$998K 0.47%
32,775
-3,195
68
$986K 0.46%
6,063
-1,027
69
$975K 0.46%
2,031
-195
70
$971K 0.45%
16,490
-1,835
71
$969K 0.45%
2,144
-354
72
$964K 0.45%
32,430
-1,308
73
$958K 0.45%
14,932
-505
74
$950K 0.45%
10,464
-405
75
$949K 0.44%
+26,195
1 2
3
4 5