ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
+4.86%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$705K
(+0.33%)
Cap. Flow
-$7.8M
Cap. Flow
% of AUM
-3.65%
Top 10 Holdings %
Top 10 Hldgs %
26.1%
Holding
167
New
14
Increased
35
Reduced
108
Closed
7
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.87M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.74M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.11M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.08M |
| 5 |
Anfield Universal Fixed Income ETF
AFIF
|
$1.06M |
Top Sells
| 1 |
Apple
AAPL
|
$10.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.53M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.08M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$943K |
| 5 |
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% |
