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
$262M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.21M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$741K
5
TSLA icon
Tesla
TSLA
+$730K

Top Sells

1
+$1.78M
2
+$1.75M
3
+$1.28M
4
ULTA icon
Ulta Beauty
ULTA
+$1.18M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.17M

Sector Composition

1 Consumer Staples 5.08%
2 Technology 4.18%
3 Utilities 3.64%
4 Communication Services 3.44%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.23%
+11,680
102
$608K 0.23%
5,529
-312
103
$603K 0.23%
12,232
-1,301
104
$580K 0.22%
1,723
-1,278
105
$579K 0.22%
12,058
-13,200
106
$575K 0.22%
1,655
-2,507
107
$572K 0.22%
1,040
-1,642
108
$572K 0.22%
1,253
-1,339
109
$559K 0.21%
38,240
-38,470
110
$551K 0.21%
16,103
-34,085
111
$540K 0.21%
+5,545
112
$513K 0.2%
+4,440
113
$513K 0.2%
2,421
+189
114
$506K 0.19%
+9,050
115
$498K 0.19%
12,751
-55
116
$495K 0.19%
+1,854
117
$471K 0.18%
+4,315
118
$468K 0.18%
1,203
-1,740
119
$459K 0.18%
11,229
-43,588
120
$434K 0.17%
+1,296
121
$430K 0.16%
+11,058
122
$427K 0.16%
+1,288
123
$424K 0.16%
+1,092
124
$422K 0.16%
5,801
125
$415K 0.16%
+2,390
3 4
5
6 7