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
$294M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.41M
3
+$2.19M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$2.13M
5
FID icon
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
+$2.12M

Top Sells

1
+$2.49M
2
+$2.27M
3
+$1.99M
4
MMM icon
3M
MMM
+$1.8M
5
CVX icon
Chevron
CVX
+$1.75M

Sector Composition

1 Technology 4.95%
2 Consumer Staples 2.55%
3 Communication Services 1.93%
4 Financials 1.91%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.16%
6,449
-149
127
$454K 0.15%
2,760
+24
128
$453K 0.15%
10,410
-90
129
$450K 0.15%
34,134
-137
130
$434K 0.15%
8,150
-239
131
$434K 0.15%
12,618
+232
132
$418K 0.14%
20,495
+786
133
$416K 0.14%
2,666
+48
134
$415K 0.14%
5,605
-253
135
$406K 0.14%
1,390
-16
136
$389K 0.13%
12,793
+4,363
137
$373K 0.13%
1,795
+88
138
$372K 0.13%
1,750
+1
139
$360K 0.12%
5,024
+306
140
$356K 0.12%
833
+2
141
$350K 0.12%
7,194
-6,969
142
$347K 0.12%
4,520
143
$344K 0.12%
982
-4
144
$340K 0.12%
907
-30
145
$338K 0.12%
17,445
+669
146
$334K 0.11%
8,282
-1,026
147
$331K 0.11%
8,011
+418
148
$318K 0.11%
3,513
+844
149
$317K 0.11%
5,801
150
$305K 0.1%
1,910
+79
4 5
6
7 8