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
$429M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$816K
3 +$804K
4
TSLA icon
Tesla
TSLA
+$779K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$586K

Sector Composition

1 Technology 10.9%
2 Financials 6.54%
3 Consumer Discretionary 4%
4 Utilities 3.17%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TEM
826
Tempus AI
TEM
$9.52B
$41 ﹤0.01%
+1
AI icon
827
C3.ai
AI
$1.12B
$40 ﹤0.01%
+3
ASIX icon
828
AdvanSix
ASIX
$479M
$35 ﹤0.01%
+2
KD icon
829
Kyndryl
KD
$2.78B
$27 ﹤0.01%
+1
EMBC icon
830
Embecta
EMBC
$608M
$24 ﹤0.01%
+2
FTRE icon
831
Fortrea Holdings
FTRE
$991M
$17 ﹤0.01%
+1
IAU icon
832
iShares Gold Trust
IAU
$84.5B
-3,537
IPG
833
DELISTED
Interpublic Group of Companies
IPG
-28,793