ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.57%
2 Financials 6.53%
3 Utilities 3.88%
4 Consumer Discretionary 3.83%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.43%
4,192
52
$1.53M 0.43%
7,628
53
$1.51M 0.42%
1,833
54
$1.5M 0.42%
30,023
55
$1.5M 0.42%
4,787
56
$1.45M 0.41%
9,397
57
$1.45M 0.41%
31,884
58
$1.43M 0.4%
10,060
59
$1.4M 0.39%
61,040
60
$1.38M 0.39%
5,560
61
$1.37M 0.38%
9,153
62
$1.35M 0.38%
2,530
63
$1.34M 0.38%
5,481
64
$1.33M 0.37%
15,557
65
$1.33M 0.37%
24,165
66
$1.32M 0.37%
1,395
67
$1.29M 0.36%
45,761
68
$1.28M 0.36%
24,044
69
$1.27M 0.36%
52,634
70
$1.25M 0.35%
18,282
71
$1.22M 0.34%
34,020
72
$1.22M 0.34%
11,109
73
$1.21M 0.34%
3,147
74
$1.2M 0.33%
7,140
75
$1.19M 0.33%
6,957
1 2
3
4 5