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
$214M
AUM Growth
+$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.74M
3
+$1.11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.08M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.06M

Top Sells

1
+$10.9M
2
+$1.53M
3
+$1.08M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$943K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$891K

Sector Composition

1 Financials 4.9%
2 Technology 4.57%
3 Consumer Staples 3.56%
4 Communication Services 3.52%
5 Utilities 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.44%
11,002
-390
77
$940K 0.44%
37,137
-315
78
$924K 0.43%
9,508
-248
79
$920K 0.43%
11,070
+455
80
$907K 0.42%
50,370
-1,402
81
$900K 0.42%
16,003
-471
82
$895K 0.42%
24,922
-691
83
$891K 0.42%
6,285
-136
84
$879K 0.41%
11,760
-399
85
$878K 0.41%
10,100
-1,260
86
$870K 0.41%
16,884
-314
87
$870K 0.41%
45,724
+16,716
88
$865K 0.41%
28,259
-559
89
$863K 0.4%
3,240
-643
90
$857K 0.4%
8,666
-30
91
$853K 0.4%
6,082
-99
92
$850K 0.4%
13,992
-208
93
$845K 0.4%
4,390
-760
94
$842K 0.39%
3,060
-394
95
$838K 0.39%
8,725
+5,380
96
$834K 0.39%
21,057
-481
97
$816K 0.38%
1,459
-203
98
$806K 0.38%
14,939
-227
99
$784K 0.37%
9,578
-70
100
$780K 0.37%
8,422
-147
2 3
4
5 6