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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.8M
3
+$8.69M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.23M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Financials 4.14%
3 Communication Services 3.77%
4 Consumer Staples 3.25%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.55%
+35,890
52
$1.58M 0.55%
+22,825
53
$1.56M 0.54%
+8,022
54
$1.51M 0.52%
+2,627
55
$1.45M 0.5%
+25,824
56
$1.45M 0.5%
+91,964
57
$1.44M 0.5%
+43,905
58
$1.4M 0.48%
+4,030
59
$1.39M 0.48%
+8,489
60
$1.38M 0.48%
+15,747
61
$1.37M 0.47%
+27,417
62
$1.36M 0.47%
+3,026
63
$1.36M 0.47%
+12,588
64
$1.34M 0.46%
+10,080
65
$1.34M 0.46%
+81,485
66
$1.33M 0.46%
+8,080
67
$1.29M 0.45%
+26,932
68
$1.28M 0.44%
+8,702
69
$1.27M 0.44%
+62,247
70
$1.26M 0.44%
+5,758
71
$1.26M 0.44%
+23,355
72
$1.23M 0.42%
+7,090
73
$1.23M 0.42%
+3,844
74
$1.21M 0.42%
+10,402
75
$1.21M 0.42%
+33,300
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3
4 5