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
$349M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.17M
3
+$4.18M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.65M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$4.71M
2
+$3.58M
3
+$3.23M
4
HFND icon
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
+$2.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.49M

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.47%
3 Financials 2.19%
4 Consumer Discretionary 1.99%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.4%
22,582
-7,886
77
$1.35M 0.39%
23,344
+13,041
78
$1.32M 0.38%
57,947
+3,917
79
$1.3M 0.37%
6,286
+1
80
$1.26M 0.36%
79,952
+3,957
81
$1.23M 0.35%
+27,754
82
$1.18M 0.34%
6,539
-255
83
$1.15M 0.33%
26,421
+1,000
84
$1.13M 0.32%
8,530
-380
85
$1.13M 0.32%
+28,510
86
$1.09M 0.31%
6,850
-300
87
$1.09M 0.31%
13,290
-112
88
$1.06M 0.3%
2,755
+153
89
$1.02M 0.29%
1,388
+39
90
$994K 0.28%
10,532
+3,621
91
$986K 0.28%
4,184
-100
92
$982K 0.28%
43,912
+966
93
$978K 0.28%
47,619
+2,744
94
$952K 0.27%
22,596
-171
95
$941K 0.27%
4,576
-159
96
$935K 0.27%
1,942
+113
97
$897K 0.26%
9,930
98
$893K 0.26%
17,690
-20,505
99
$870K 0.25%
10,065
-411
100
$863K 0.25%
1,328
+27
2 3
4
5 6