ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
+5.55%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$262M
AUM Growth
+$7.94M
(+3.1%)
Cap. Flow
-$3.83M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
177
New
29
Increased
62
Reduced
57
Closed
22
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.34M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$1.52M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.21M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$741K |
| 5 |
Tesla
TSLA
|
$730K |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.78M |
| 2 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$1.75M |
| 3 |
O'Reilly Automotive
ORLY
|
$1.28M |
| 4 |
Ulta Beauty
ULTA
|
$1.18M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.17M |
Sector Composition
| 1 | Consumer Staples | 5.08% |
| 2 | Technology | 4.18% |
| 3 | Utilities | 3.64% |
| 4 | Communication Services | 3.44% |
| 5 | Energy | 2.75% |
