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
$302M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$11.5M
3
+$9.72M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.18M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.09%
2 Consumer Staples 3.94%
3 Financials 3.82%
4 Communication Services 3.61%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.53%
+34,444
52
$1.6M 0.53%
+2,787
53
$1.6M 0.53%
+19,465
54
$1.58M 0.52%
+95,215
55
$1.57M 0.52%
+4,399
56
$1.55M 0.51%
+6,990
57
$1.52M 0.5%
+29,835
58
$1.51M 0.5%
+84,682
59
$1.5M 0.5%
+7,971
60
$1.5M 0.5%
+30,560
61
$1.49M 0.49%
+3,985
62
$1.48M 0.49%
+22,618
63
$1.46M 0.48%
+14,638
64
$1.46M 0.48%
+69,182
65
$1.44M 0.48%
+12,886
66
$1.43M 0.48%
+10,280
67
$1.43M 0.47%
+11,506
68
$1.43M 0.47%
+2,972
69
$1.43M 0.47%
+20,377
70
$1.43M 0.47%
+19,686
71
$1.42M 0.47%
+8,492
72
$1.41M 0.47%
+16,623
73
$1.41M 0.47%
+11,065
74
$1.41M 0.47%
+83,306
75
$1.39M 0.46%
+12,040
1 2
3
4 5