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
$302M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
176
$201K 0.07%
+8,456
177
$92K 0.03%
+32,854