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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.1M
3
+$8.08M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.78M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.5%
2 Technology 3.87%
3 Communication Services 3.52%
4 Utilities 3.21%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$848K 0.33%
+9,853
102
$846K 0.33%
+22,737
103
$833K 0.33%
+4,883
104
$826K 0.32%
+3,001
105
$793K 0.31%
+15,775
106
$793K 0.31%
+3,368
107
$734K 0.29%
+15,494
108
$716K 0.28%
+16,236
109
$712K 0.28%
+5,245
110
$687K 0.27%
+6,860
111
$673K 0.26%
+31,581
112
$667K 0.26%
+13,533
113
$644K 0.25%
+10,959
114
$643K 0.25%
+5,841
115
$555K 0.22%
+8,030
116
$551K 0.22%
+1,307
117
$533K 0.21%
+10,706
118
$499K 0.2%
+51,330
119
$484K 0.19%
+2,897
120
$479K 0.19%
+2,232
121
$478K 0.19%
+7,021
122
$437K 0.17%
+5,008
123
$414K 0.16%
+12,806
124
$387K 0.15%
+5,801
125
$378K 0.15%
+2,168
2 3 4
5
6