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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.1M
3
+$8.08M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.78M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.87%
3 Communication Services 3.52%
4 Utilities 3.21%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.6%
+10,675
52
$1.53M 0.6%
+134,825
53
$1.52M 0.6%
+50,188
54
$1.51M 0.59%
+73,881
55
$1.48M 0.58%
+58,105
56
$1.45M 0.57%
+21,354
57
$1.43M 0.56%
+44,345
58
$1.42M 0.56%
+16,389
59
$1.4M 0.55%
+15,048
60
$1.38M 0.54%
+37,777
61
$1.36M 0.54%
+53,686
62
$1.36M 0.54%
+2,682
63
$1.35M 0.53%
+19,485
64
$1.34M 0.53%
+15,401
65
$1.32M 0.52%
+32,630
66
$1.31M 0.52%
+36,959
67
$1.31M 0.52%
+10,831
68
$1.31M 0.51%
+10,357
69
$1.3M 0.51%
+15,675
70
$1.28M 0.5%
+88,690
71
$1.28M 0.5%
+27,210
72
$1.24M 0.49%
+16,159
73
$1.22M 0.48%
+2,592
74
$1.21M 0.48%
+25,258
75
$1.19M 0.47%
+24,472
1 2
3
4 5