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
$214M
AUM Growth
+$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.74M
3
+$1.11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.08M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.06M

Top Sells

1
+$10.9M
2
+$1.53M
3
+$1.08M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$943K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$891K

Sector Composition

1 Financials 4.9%
2 Technology 4.57%
3 Consumer Staples 3.56%
4 Communication Services 3.52%
5 Utilities 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.21%
+10,530
127
$431K 0.2%
3,921
-20
128
$415K 0.19%
4,803
-815
129
$389K 0.18%
1,023
-172
130
$388K 0.18%
6,781
-10,801
131
$375K 0.18%
15,144
-780
132
$366K 0.17%
5,801
133
$363K 0.17%
3,863
+88
134
$360K 0.17%
11,442
+552
135
$359K 0.17%
5,597
-523
136
$338K 0.16%
3,533
-55
137
$333K 0.16%
+3,018
138
$320K 0.15%
2,701
+290
139
$310K 0.15%
7,341
+732
140
$307K 0.14%
15,130
+1,542
141
$300K 0.14%
2,578
+265
142
$295K 0.14%
13,392
-298
143
$290K 0.14%
1,090
+28
144
$279K 0.13%
1,384
+72
145
$274K 0.13%
5,351
-114
146
$274K 0.13%
5,014
+439
147
$264K 0.12%
1,252
+141
148
$264K 0.12%
+5,354
149
$253K 0.12%
4,174
+861
150
$243K 0.11%
636
+78
3 4 5
6
7