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
$90M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.28M
3
+$2.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.72M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.67%
2 Technology 4.2%
3 Energy 3.49%
4 Consumer Staples 3.23%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.39%
+3,835
77
$335K 0.37%
+10,888
78
$331K 0.37%
+7,133
79
$329K 0.37%
+2,394
80
$314K 0.35%
+1,367
81
$311K 0.35%
+5,537
82
$306K 0.34%
+942
83
$305K 0.34%
+3,300
84
$304K 0.34%
+3,629
85
$304K 0.34%
+8,467
86
$300K 0.33%
+1,004
87
$294K 0.33%
+11,807
88
$279K 0.31%
+856
89
$276K 0.31%
+939
90
$274K 0.3%
+1,289
91
$273K 0.3%
+5,461
92
$273K 0.3%
+5,136
93
$266K 0.3%
+1,296
94
$265K 0.29%
+802
95
$265K 0.29%
+3,035
96
$264K 0.29%
+4,576
97
$253K 0.28%
+4,696
98
$251K 0.28%
+1,041
99
$248K 0.28%
+2,292
100
$247K 0.27%
+1,813
1 2 3
4
5