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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$980K 0.46%
+35,550
77
$972K 0.46%
+12,159
78
$968K 0.45%
+51,772
79
$961K 0.45%
+33,738
80
$950K 0.45%
+17,582
81
$945K 0.44%
+37,452
82
$943K 0.44%
+21,538
83
$943K 0.44%
+8,278
84
$943K 0.44%
+25,042
85
$920K 0.43%
+6,421
86
$907K 0.43%
+11,392
87
$891K 0.42%
+18,838
88
$890K 0.42%
+17,198
89
$883K 0.41%
+25,613
90
$883K 0.41%
+10,615
91
$881K 0.41%
+28,818
92
$873K 0.41%
+10,869
93
$871K 0.41%
+14,200
94
$868K 0.41%
+6,181
95
$850K 0.4%
+16,474
96
$825K 0.39%
+16,326
97
$825K 0.39%
+15,166
98
$821K 0.39%
+15,437
99
$817K 0.38%
+8,696
100
$804K 0.38%
+8,569
2 3
4
5 6