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
$294M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.41M
3
+$2.19M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$2.13M
5
FID icon
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
+$2.12M

Top Sells

1
+$2.49M
2
+$2.27M
3
+$1.99M
4
MMM icon
3M
MMM
+$1.8M
5
CVX icon
Chevron
CVX
+$1.75M

Sector Composition

1 Technology 4.95%
2 Consumer Staples 2.55%
3 Communication Services 1.93%
4 Financials 1.91%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.62%
41,733
+3,970
52
$1.82M 0.62%
18,129
+185
53
$1.81M 0.62%
26,309
+7,153
54
$1.81M 0.61%
+36,192
55
$1.78M 0.61%
26,548
+2,220
56
$1.68M 0.57%
111,702
-9,240
57
$1.67M 0.57%
128,891
+1,743
58
$1.67M 0.57%
6,670
-577
59
$1.66M 0.56%
7,949
-586
60
$1.65M 0.56%
32,857
-5,583
61
$1.65M 0.56%
54,705
+119
62
$1.61M 0.55%
80,806
+2,942
63
$1.61M 0.55%
28,908
+311
64
$1.58M 0.54%
145,443
+100,077
65
$1.58M 0.54%
+15,660
66
$1.52M 0.52%
3,545
-2,358
67
$1.51M 0.51%
17,121
-249
68
$1.5M 0.51%
16,231
-785
69
$1.49M 0.51%
25,791
-835
70
$1.47M 0.5%
15,583
-127
71
$1.47M 0.5%
27,928
-4,579
72
$1.44M 0.49%
37,802
-6,735
73
$1.43M 0.49%
22,409
+6,404
74
$1.42M 0.48%
11,717
+1,899
75
$1.4M 0.48%
13,814
+2,103
1 2
3
4 5