ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
This Quarter Return
-5.05%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$302M
AUM Growth
–
Cap. Flow
+$302M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.28%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Consumer Staples | 3.94% |
| 3 | Financials | 3.82% |
| 4 | Communication Services | 3.61% |
| 5 | Healthcare | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BFIT
176
DELISTED
Global X Funds Global X Health & Wellness ETF
BFIT
| $201K | 0.07% |
+8,456
| New | +$201K |
|
177
SelectQuote
SLQT
$366M
| $92K | 0.03% |
+32,854
| New | +$92K |
|