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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.1M
3
+$8.08M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.78M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.87%
3 Communication Services 3.52%
4 Utilities 3.21%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.47%
+4,162
77
$1.18M 0.46%
+2,940
78
$1.17M 0.46%
+16,299
79
$1.16M 0.46%
+25,815
80
$1.15M 0.45%
+7,758
81
$1.14M 0.45%
+2,943
82
$1.14M 0.45%
+7,359
83
$1.12M 0.44%
+20,046
84
$1.11M 0.44%
+13,880
85
$1.07M 0.42%
+12,909
86
$1.06M 0.42%
+21,480
87
$1.03M 0.41%
+21,381
88
$1.02M 0.4%
+9,099
89
$1.01M 0.4%
+34,505
90
$1.01M 0.4%
+21,912
91
$1M 0.39%
+20,413
92
$988K 0.39%
+10,271
93
$977K 0.38%
+4,267
94
$974K 0.38%
+32,400
95
$953K 0.37%
+8,432
96
$931K 0.37%
+76,710
97
$885K 0.35%
+23,201
98
$883K 0.35%
+20,539
99
$877K 0.35%
+18,119
100
$862K 0.34%
+19,803
2 3
4
5 6