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
$279M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.18M
3
+$2.14M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$1.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$984K

Top Sells

1
+$2.54M
2
+$2.38M
3
+$2.32M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.23M
5
RFDA icon
RiverFront Dynamic US Dividend Advantage ETF
RFDA
+$1.85M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 4.66%
3 Communication Services 3.5%
4 Utilities 3.43%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$791K 0.28%
8,069
-1,749
102
$782K 0.28%
15,257
-3,637
103
$775K 0.28%
+14,186
104
$769K 0.28%
15,221
-3,454
105
$733K 0.26%
33,251
+640
106
$719K 0.26%
9,430
-2,250
107
$695K 0.25%
5,655
+110
108
$658K 0.24%
5,953
+424
109
$654K 0.23%
+13,259
110
$652K 0.23%
1,692
-31
111
$652K 0.23%
13,139
+907
112
$642K 0.23%
2,177
+62
113
$620K 0.22%
1,248
-5
114
$608K 0.22%
1,055
+15
115
$603K 0.22%
1,660
+5
116
$581K 0.21%
9,050
117
$554K 0.2%
2,897
118
$546K 0.2%
1,225
+22
119
$542K 0.19%
1,895
+41
120
$533K 0.19%
9,259
-1,800
121
$531K 0.19%
4,634
+194
122
$515K 0.18%
10,701
-2,050
123
$512K 0.18%
1,102
+10
124
$500K 0.18%
2,448
+27
125
$497K 0.18%
4,405
+90
3 4
5
6 7