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
$90M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.28M
3
+$2.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.72M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.67%
2 Technology 4.2%
3 Energy 3.49%
4 Consumer Staples 3.23%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.27%
+2,756
102
$240K 0.27%
+4,634
103
$239K 0.27%
+12,424
104
$237K 0.26%
+1,312
105
$236K 0.26%
+802
106
$232K 0.26%
+2,834
107
$229K 0.25%
+1,650
108
$228K 0.25%
+5,488
109
$217K 0.24%
+4,108
110
$216K 0.24%
+16,848
111
$215K 0.24%
+2,933
112
$214K 0.24%
+1,720
113
$213K 0.24%
+14,148
114
$212K 0.24%
+1,287
115
$211K 0.23%
+2,914
116
$207K 0.23%
+3,746
117
$204K 0.23%
+1,628
118
$204K 0.23%
+4,217
119
$203K 0.23%
+628
1 2 3 4
5