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
$294M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.41M
3
+$2.19M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$2.13M
5
FID icon
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
+$2.12M

Top Sells

1
+$2.49M
2
+$2.27M
3
+$1.99M
4
MMM icon
3M
MMM
+$1.8M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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-35,280
180
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181
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-24,377
182
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-1,968
183
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-182,245
184
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-1,939
185
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-53,385
186
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-7,847
4 5 6 7
8