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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.96M
3
+$4.95M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$4.78M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.59%
2 Consumer Staples 4.15%
3 Technology 4.01%
4 Healthcare 3.17%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.16%
+10,136
127
$236K 0.16%
+2,826
128
$234K 0.15%
+4,997
129
$229K 0.15%
+16,862
130
$225K 0.15%
+3,474
131
$224K 0.15%
+5,212
132
$200K 0.13%
+2,933
133
$94K 0.06%
+10,461
2 3 4 5
6