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
$279M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.18M
3
+$2.14M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$1.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$984K

Top Sells

1
+$2.54M
2
+$2.38M
3
+$2.32M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.23M
5
RFDA icon
RiverFront Dynamic US Dividend Advantage ETF
RFDA
+$1.85M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 4.66%
3 Communication Services 3.5%
4 Utilities 3.43%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.49%
93,468
+1,934
77
$1.35M 0.48%
15,838
-228
78
$1.31M 0.47%
9,729
-22
79
$1.3M 0.47%
20,984
+59
80
$1.3M 0.46%
36,462
-295
81
$1.28M 0.46%
+58,933
82
$1.23M 0.44%
16,440
+170
83
$1.06M 0.38%
10,279
+27
84
$1.05M 0.38%
5,726
-313
85
$1.03M 0.37%
4,564
-85
86
$1.02M 0.37%
36,710
-1,530
87
$1M 0.36%
6,706
-275
88
$996K 0.36%
9,842
+2,012
89
$987K 0.35%
11,886
-428
90
$984K 0.35%
+35,120
91
$943K 0.34%
20,938
+518
92
$906K 0.32%
18,568
-805
93
$900K 0.32%
4,689
-125
94
$868K 0.31%
17,698
-124
95
$858K 0.31%
20,413
96
$826K 0.3%
+8,251
97
$826K 0.3%
+18,251
98
$823K 0.29%
+4,407
99
$816K 0.29%
20,110
-740
100
$811K 0.29%
19,520
-3,935
2 3
4
5 6