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
$302M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$11.5M
3
+$9.72M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.18M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.09%
2 Consumer Staples 3.94%
3 Financials 3.82%
4 Communication Services 3.61%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.46%
+26,529
77
$1.36M 0.45%
+8,340
78
$1.34M 0.44%
+25,599
79
$1.32M 0.44%
+45,540
80
$1.31M 0.43%
+8,315
81
$1.31M 0.43%
+99,813
82
$1.31M 0.43%
+2,869
83
$1.29M 0.43%
+8,472
84
$1.28M 0.43%
+30,449
85
$1.28M 0.42%
+3,210
86
$1.26M 0.42%
+44,310
87
$1.24M 0.41%
+13,179
88
$1.17M 0.39%
+15,044
89
$1.11M 0.37%
+22,716
90
$1.11M 0.37%
+17,836
91
$1.09M 0.36%
+34,600
92
$1.09M 0.36%
+35,691
93
$1.08M 0.36%
+5,824
94
$1.07M 0.35%
+11,093
95
$1.05M 0.35%
+4,899
96
$1.05M 0.35%
+50,139
97
$1.03M 0.34%
+15,257
98
$1.03M 0.34%
+20,413
99
$1.01M 0.34%
+18,638
100
$1.01M 0.34%
+4,574
2 3
4
5 6