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
$262M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.21M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$741K
5
TSLA icon
Tesla
TSLA
+$730K

Top Sells

1
+$1.78M
2
+$1.75M
3
+$1.28M
4
ULTA icon
Ulta Beauty
ULTA
+$1.18M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.17M

Sector Composition

1 Consumer Staples 5.08%
2 Technology 4.18%
3 Utilities 3.64%
4 Communication Services 3.44%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.46%
+16,270
77
$1.02M 0.39%
6,039
-1,320
78
$1.02M 0.39%
12,314
-1,566
79
$1.01M 0.38%
20,413
80
$966K 0.37%
4,649
+2,747
81
$945K 0.36%
23,455
+718
82
$935K 0.36%
18,894
-2,487
83
$930K 0.35%
18,675
-2,805
84
$905K 0.35%
19,373
-1,166
85
$903K 0.34%
7,333
+5,930
86
$902K 0.34%
6,981
-5,081
87
$897K 0.34%
20,420
+617
88
$867K 0.33%
17,822
-297
89
$862K 0.33%
20,850
-2,351
90
$861K 0.33%
10,252
+1,820
91
$849K 0.32%
4,814
-69
92
$828K 0.32%
9,152
-19,335
93
$817K 0.31%
17,277
-21,421
94
$769K 0.29%
7,830
-5,079
95
$757K 0.29%
15,957
+463
96
$707K 0.27%
32,611
+1,030
97
$668K 0.25%
+2,115
98
$636K 0.24%
9,818
+5,363
99
$630K 0.24%
11,059
+353
100
$621K 0.24%
2,897
2 3
4
5 6