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
$231M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.25M
3
+$1.23M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.22M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.01M

Top Sells

1
+$1.89M
2
+$1.08M
3
+$724K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$479K
5
VUG icon
Vanguard Growth ETF
VUG
+$305K

Sector Composition

1 Technology 5.4%
2 Financials 5.19%
3 Communication Services 3.4%
4 Consumer Staples 3.28%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.33%
+35,188
102
$741K 0.32%
7,985
-437
103
$728K 0.32%
13,278
-1,056
104
$715K 0.31%
25,610
105
$680K 0.29%
12,461
+786
106
$660K 0.29%
7,143
+1,537
107
$629K 0.27%
13,413
+1,641
108
$612K 0.27%
2,799
+412
109
$608K 0.26%
10,349
+1,254
110
$606K 0.26%
2,848
-582
111
$604K 0.26%
18,820
+574
112
$603K 0.26%
7,106
+280
113
$596K 0.26%
4,422
-239
114
$588K 0.25%
6,736
+601
115
$587K 0.25%
12,762
-780
116
$586K 0.25%
1,554
+75
117
$584K 0.25%
9,926
-635
118
$573K 0.25%
4,492
+278
119
$572K 0.25%
10,540
+118
120
$568K 0.25%
4,109
-7,849
121
$566K 0.25%
12,395
+1,865
122
$566K 0.25%
11,884
+660
123
$558K 0.24%
11,008
+949
124
$555K 0.24%
+13,161
125
$543K 0.24%
29,102
+1,376
3 4
5
6 7