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
$279M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.18M
3
+$2.14M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$1.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$984K

Top Sells

1
+$2.54M
2
+$2.38M
3
+$2.32M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.23M
5
RFDA icon
RiverFront Dynamic US Dividend Advantage ETF
RFDA
+$1.85M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 4.66%
3 Communication Services 3.5%
4 Utilities 3.43%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.65%
13,583
+715
52
$1.75M 0.63%
19,876
+1,410
53
$1.74M 0.62%
26,826
+171
54
$1.74M 0.62%
10,677
+40
55
$1.69M 0.61%
33,552
+16,275
56
$1.66M 0.59%
23,795
+761
57
$1.65M 0.59%
21,511
+3,373
58
$1.64M 0.59%
34,263
+18,306
59
$1.63M 0.58%
45,831
+590
60
$1.62M 0.58%
17,835
+402
61
$1.61M 0.58%
16,545
+73
62
$1.6M 0.57%
57,470
+356
63
$1.59M 0.57%
16,523
+345
64
$1.57M 0.56%
69,109
-52,012
65
$1.56M 0.56%
33,471
+5,099
66
$1.55M 0.56%
34,798
+433
67
$1.53M 0.55%
10,315
-532
68
$1.51M 0.54%
73,115
+31
69
$1.5M 0.54%
26,690
+3,516
70
$1.48M 0.53%
7,114
-219
71
$1.45M 0.52%
13,920
+240
72
$1.45M 0.52%
14,965
+540
73
$1.41M 0.5%
40,091
+959
74
$1.4M 0.5%
54,084
+1,489
75
$1.37M 0.49%
24,545
+2,085
1 2
3
4 5