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
$231M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.25M
3
+$1.23M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.22M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.01M

Top Sells

1
+$1.89M
2
+$1.08M
3
+$724K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$479K
5
VUG icon
Vanguard Growth ETF
VUG
+$305K

Sector Composition

1 Technology 5.4%
2 Financials 5.19%
3 Communication Services 3.4%
4 Consumer Staples 3.28%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.57%
4,788
+508
52
$1.27M 0.55%
8,078
-60
53
$1.24M 0.54%
2,290
+259
54
$1.22M 0.53%
62,550
+16,826
55
$1.2M 0.52%
8,226
-190
56
$1.17M 0.51%
7,220
+280
57
$1.17M 0.51%
2,515
+138
58
$1.16M 0.5%
38,475
+5,700
59
$1.16M 0.5%
88,560
+3,640
60
$1.15M 0.5%
3,390
+150
61
$1.13M 0.49%
3,172
+188
62
$1.13M 0.49%
2,249
+105
63
$1.12M 0.49%
51,190
+482
64
$1.12M 0.48%
67,876
-5,587
65
$1.1M 0.48%
21,990
+1,452
66
$1.1M 0.48%
3,247
+187
67
$1.08M 0.47%
6,525
+462
68
$1.08M 0.47%
15,897
-815
69
$1.06M 0.46%
4,448
+58
70
$1.05M 0.46%
17,900
-1,208
71
$1.03M 0.45%
24,104
-1,777
72
$1.02M 0.44%
46,925
-2,031
73
$1M 0.44%
39,530
+2,393
74
$989K 0.43%
6,214
-419
75
$970K 0.42%
15,066
-1,424
1 2
3
4 5