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
151
$351K 0.1%
+6,851
152
$343K 0.1%
1,505
-16
153
$342K 0.1%
3,097
-11,684
154
$340K 0.1%
3,372
-11,550
155
$325K 0.09%
7,038
-1,081
156
$321K 0.09%
6,806
-47
157
$318K 0.09%
2,796
+91
158
$312K 0.09%
1,269
+44
159
$305K 0.09%
3,217
-26,250
160
$299K 0.09%
8,355
+3,450
161
$278K 0.08%
572
-38
162
$268K 0.08%
1,652
-79
163
$261K 0.07%
1,393
-17,220
164
$251K 0.07%
1,224
-626
165
$250K 0.07%
4,840
-782
166
$241K 0.07%
3,962
+12
167
$233K 0.07%
+3,090
168
$229K 0.07%
5,565
-24
169
$227K 0.07%
+4,767
170
$227K 0.07%
+9,552
171
$226K 0.06%
+4,818
172
$215K 0.06%
+1,426
173
$212K 0.06%
+1,753
174
$65.4K 0.02%
32,697
175
$3.93K ﹤0.01%
838
+200
4 5 6
7
8