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
$279M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.18M
3
+$2.14M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$1.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$984K

Top Sells

1
+$2.54M
2
+$2.38M
3
+$2.32M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.23M
5
RFDA icon
RiverFront Dynamic US Dividend Advantage ETF
RFDA
+$1.85M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 4.66%
3 Communication Services 3.5%
4 Utilities 3.43%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.18%
15,437
-666
127
$471K 0.17%
2,429
+39
128
$463K 0.17%
1,294
+6
129
$456K 0.16%
1,324
+28
130
$456K 0.16%
16,540
+1,020
131
$452K 0.16%
11,096
+38
132
$448K 0.16%
+7,413
133
$430K 0.15%
7,418
-4,640
134
$418K 0.15%
+7,817
135
$396K 0.14%
3,955
-266
136
$395K 0.14%
6,496
+164
137
$395K 0.14%
1,929
-84
138
$367K 0.13%
3,490
+212
139
$363K 0.13%
+18,023
140
$363K 0.13%
1,058
+60
141
$357K 0.13%
5,801
142
$350K 0.13%
10,397
-346
143
$346K 0.12%
6,257
+53
144
$342K 0.12%
5,695
-121
145
$338K 0.12%
1,325
+55
146
$336K 0.12%
2,422
+33
147
$324K 0.12%
29,084
+1,889
148
$318K 0.11%
917
-39
149
$313K 0.11%
1,535
+292
150
$313K 0.11%
1,565
+45
3 4 5
6
7