ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
-2.84%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
-$6.94M
(-2.3%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
27.89%
Holding
186
New
7
Increased
75
Reduced
79
Closed
19
Top Buys
Top Sells
| 1 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$2.49M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.27M |
| 3 |
Verizon
VZ
|
$1.99M |
| 4 |
3M
MMM
|
$1.8M |
| 5 |
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% |
