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
$349M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.17M
3
+$4.18M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.65M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$4.71M
2
+$3.58M
3
+$3.23M
4
HFND icon
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
+$2.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.49M

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.47%
3 Financials 2.19%
4 Consumer Discretionary 1.99%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$858K 0.25%
1,126
-6
102
$848K 0.24%
1,681
+56
103
$840K 0.24%
16,769
+8,765
104
$825K 0.24%
1,060
-19
105
$822K 0.24%
20,413
106
$817K 0.23%
6,701
+624
107
$797K 0.23%
1,372
+80
108
$793K 0.23%
15,361
-440
109
$792K 0.23%
2,286
+112
110
$788K 0.23%
6,415
+571
111
$749K 0.21%
3,651
112
$747K 0.21%
6,107
+291
113
$722K 0.21%
17,140
-265
114
$700K 0.2%
5,414
-132
115
$697K 0.2%
1,639
+105
116
$690K 0.2%
1,320
+487
117
$689K 0.2%
28,255
-7,973
118
$679K 0.19%
1,708
+151
119
$659K 0.19%
3,333
+282
120
$648K 0.19%
12,250
-5,455
121
$629K 0.18%
8,601
+4,303
122
$621K 0.18%
1,556
+42
123
$621K 0.18%
9,259
124
$611K 0.18%
43,694
+4,091
125
$601K 0.17%
2,097
-63
3 4
5
6 7