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
$349M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.17M
3
+$4.18M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.65M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$4.71M
2
+$3.58M
3
+$3.23M
4
HFND icon
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
+$2.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.49M

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.47%
3 Financials 2.19%
4 Consumer Discretionary 1.99%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$581K 0.17%
+3,181
127
$569K 0.16%
8,871
-17,266
128
$561K 0.16%
2,202
+162
129
$555K 0.16%
5,503
-1,531
130
$553K 0.16%
3,088
+1,677
131
$551K 0.16%
15,236
-5,164
132
$522K 0.15%
+3,868
133
$517K 0.15%
3,481
+338
134
$504K 0.14%
12,198
-178
135
$469K 0.13%
7,654
-468
136
$450K 0.13%
1,733
-111
137
$450K 0.13%
+17,457
138
$449K 0.13%
+9,464
139
$436K 0.12%
4,660
-706
140
$425K 0.12%
2,870
+144
141
$418K 0.12%
918
+99
142
$413K 0.12%
982
143
$409K 0.12%
1,033
+62
144
$405K 0.12%
3,551
-31,382
145
$388K 0.11%
4,520
146
$382K 0.11%
5,801
147
$380K 0.11%
4,432
148
$378K 0.11%
1,328
+98
149
$376K 0.11%
3,529
-44,272
150
$362K 0.1%
9,091
-3,536
4 5
6
7 8