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
$262M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.52M
3
+$1.21M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$741K
5
TSLA icon
Tesla
TSLA
+$730K

Top Sells

1
+$1.78M
2
+$1.75M
3
+$1.28M
4
ULTA icon
Ulta Beauty
ULTA
+$1.18M
5
XLF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.14%
15,520
+570
127
$374K 0.14%
+27,195
128
$372K 0.14%
4,168
-840
129
$367K 0.14%
+4,221
130
$365K 0.14%
+998
131
$364K 0.14%
+6,332
132
$346K 0.13%
2,013
-155
133
$341K 0.13%
10,743
-1,566
134
$337K 0.13%
+1,270
135
$325K 0.12%
4,520
+400
136
$314K 0.12%
+6,204
137
$314K 0.12%
1,017
+50
138
$303K 0.12%
+1,520
139
$302K 0.12%
2,747
140
$300K 0.11%
3,278
+179
141
$294K 0.11%
+605
142
$290K 0.11%
+5,816
143
$288K 0.11%
+2,389
144
$276K 0.11%
+1,819
145
$256K 0.1%
1,235
146
$248K 0.09%
+946
147
$238K 0.09%
1,243
+13
148
$233K 0.09%
1,580
-4
149
$225K 0.09%
+2,306
150
$225K 0.09%
+956
4 5
6
7 8