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
$262M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.21M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$741K
5
TSLA icon
Tesla
TSLA
+$730K

Top Sells

1
+$1.78M
2
+$1.75M
3
+$1.28M
4
ULTA icon
Ulta Beauty
ULTA
+$1.18M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.17M

Sector Composition

1 Consumer Staples 5.08%
2 Technology 4.18%
3 Utilities 3.64%
4 Communication Services 3.44%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.64%
16,472
+797
52
$1.67M 0.64%
16,178
+1,130
53
$1.66M 0.63%
17,433
+1,044
54
$1.65M 0.63%
45,241
+896
55
$1.64M 0.63%
23,034
+1,680
56
$1.64M 0.63%
10,847
+490
57
$1.63M 0.62%
41,810
+4,033
58
$1.63M 0.62%
13,088
-2,419
59
$1.59M 0.61%
157,091
+22,266
60
$1.57M 0.6%
34,365
+1,735
61
$1.56M 0.6%
39,132
+2,173
62
$1.54M 0.59%
26,655
+2,183
63
$1.5M 0.57%
73,084
-797
64
$1.38M 0.53%
22,460
+2,975
65
$1.37M 0.52%
91,534
+2,844
66
$1.37M 0.52%
14,425
-976
67
$1.35M 0.51%
16,066
-93
68
$1.35M 0.51%
52,595
-5,510
69
$1.33M 0.51%
20,925
+879
70
$1.32M 0.51%
9,751
+652
71
$1.31M 0.5%
18,138
+1,839
72
$1.29M 0.49%
36,757
+2,252
73
$1.29M 0.49%
28,372
+2,557
74
$1.23M 0.47%
23,174
+1,262
75
$1.21M 0.46%
13,680
+3,409
1 2
3
4 5