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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.2%
+3,941
127
$394K 0.19%
+15,924
128
$384K 0.18%
+6,120
129
$347K 0.16%
+3,588
130
$341K 0.16%
+10,890
131
$334K 0.16%
+3,775
132
$317K 0.15%
+3,345
133
$316K 0.15%
+5,801
134
$301K 0.14%
+13,690
135
$278K 0.13%
+5,465
136
$262K 0.12%
+2,713
137
$258K 0.12%
+4,575
138
$258K 0.12%
+1,312
139
$252K 0.12%
+2,411
140
$245K 0.12%
+13,588
141
$244K 0.11%
+9,589
142
$240K 0.11%
+4,936
143
$238K 0.11%
+2,313
144
$235K 0.11%
+2,615
145
$232K 0.11%
+6,609
146
$227K 0.11%
+1,916
147
$227K 0.11%
+1,111
148
$226K 0.11%
+1,062
149
$225K 0.11%
+558
150
$221K 0.1%
+3,313
3 4 5
6
7