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
$349M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.17M
3
+$4.18M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.65M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$4.71M
2
+$3.58M
3
+$3.23M
4
HFND icon
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
+$2.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.49M

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.47%
3 Financials 2.19%
4 Consumer Discretionary 1.99%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.61%
95,522
-12,206
52
$2.06M 0.59%
138,529
+7,843
53
$2.04M 0.58%
87,669
-1,157
54
$2.01M 0.57%
21,854
-26,507
55
$1.94M 0.56%
3,685
-73
56
$1.91M 0.55%
10,570
+117
57
$1.87M 0.53%
18,563
+1,007
58
$1.85M 0.53%
60,111
-8,986
59
$1.84M 0.53%
104,698
+1,118
60
$1.83M 0.52%
154,697
+9,284
61
$1.82M 0.52%
7,278
-389
62
$1.75M 0.5%
27,261
-1,633
63
$1.75M 0.5%
54,360
-134
64
$1.67M 0.48%
17,292
+859
65
$1.67M 0.48%
25,637
+1,140
66
$1.67M 0.48%
32,838
-8,832
67
$1.66M 0.48%
23,746
+1,798
68
$1.66M 0.48%
14,996
+2,976
69
$1.63M 0.47%
12,595
+687
70
$1.52M 0.44%
16,620
+894
71
$1.47M 0.42%
5,282
+546
72
$1.41M 0.4%
17,976
+12,854
73
$1.4M 0.4%
41,188
+4,171
74
$1.4M 0.4%
9,961
-175
75
$1.39M 0.4%
7,917
+1,035
1 2
3
4 5