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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.96M
3
+$4.95M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$4.78M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.59%
2 Consumer Staples 4.15%
3 Technology 4.01%
4 Healthcare 3.17%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$726K 0.48%
+5,991
77
$716K 0.47%
+33,084
78
$712K 0.47%
+5,169
79
$710K 0.47%
+19,352
80
$701K 0.46%
+6,497
81
$688K 0.45%
+16,699
82
$681K 0.45%
+2,090
83
$676K 0.45%
+6,761
84
$666K 0.44%
+2,590
85
$641K 0.42%
+2,590
86
$632K 0.42%
+2,245
87
$626K 0.41%
+84,112
88
$619K 0.41%
+8,533
89
$606K 0.4%
+20,972
90
$604K 0.4%
+3,414
91
$602K 0.4%
+11,247
92
$600K 0.4%
+12,096
93
$598K 0.39%
+26,634
94
$593K 0.39%
+4,058
95
$576K 0.38%
+2,598
96
$575K 0.38%
+24,660
97
$572K 0.38%
+4,760
98
$536K 0.35%
+7,188
99
$527K 0.35%
+12,888
100
$519K 0.34%
+4,190
2 3
4
5 6