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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$795K 0.37%
+9,756
102
$793K 0.37%
+4,258
103
$771K 0.36%
+4,926
104
$766K 0.36%
+14,967
105
$730K 0.34%
+9,648
106
$712K 0.33%
+11,033
107
$701K 0.33%
+14,046
108
$645K 0.3%
+11,783
109
$635K 0.3%
+2,477
110
$617K 0.29%
+3,576
111
$612K 0.29%
+1,706
112
$589K 0.28%
+7,065
113
$569K 0.27%
+18,602
114
$566K 0.27%
+11,135
115
$553K 0.26%
+33,215
116
$551K 0.26%
+5,618
117
$550K 0.26%
+29,008
118
$536K 0.25%
+10,692
119
$534K 0.25%
+11,479
120
$530K 0.25%
+6,217
121
$527K 0.25%
+4,145
122
$527K 0.25%
+25,610
123
$511K 0.24%
+10,080
124
$502K 0.24%
+2,319
125
$452K 0.21%
+1,195
3 4
5
6 7