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
$231M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.25M
3
+$1.23M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.22M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.01M

Top Sells

1
+$1.89M
2
+$1.08M
3
+$724K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$479K
5
VUG icon
Vanguard Growth ETF
VUG
+$305K

Sector Composition

1 Technology 5.4%
2 Financials 5.19%
3 Communication Services 3.4%
4 Consumer Staples 3.28%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$967K 0.42%
24,366
-1,829
77
$957K 0.41%
10,414
+836
78
$905K 0.39%
9,211
+486
79
$901K 0.39%
10,879
-881
80
$898K 0.39%
14,539
+547
81
$893K 0.39%
32,200
+1,600
82
$892K 0.39%
48,793
-1,577
83
$889K 0.39%
4,513
+652
84
$888K 0.38%
5,991
-294
85
$880K 0.38%
10,060
-40
86
$867K 0.38%
23,136
-1,786
87
$860K 0.37%
10,184
-886
88
$855K 0.37%
13,925
-1,007
89
$852K 0.37%
16,561
-323
90
$851K 0.37%
30,167
-2,263
91
$850K 0.37%
7,932
-734
92
$850K 0.37%
27,791
-468
93
$825K 0.36%
1,707
+248
94
$816K 0.35%
9,799
-665
95
$816K 0.35%
15,090
+151
96
$813K 0.35%
8,877
-631
97
$806K 0.35%
19,649
-1,408
98
$805K 0.35%
5,784
-298
99
$795K 0.34%
15,016
-987
100
$779K 0.34%
10,361
-641
2 3
4
5 6