ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
1-Year Return
10.31%
This Quarter Return
+1.53%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$356M
AUM Growth
+$6.66M
(+1.9%)
Cap. Flow
+$2.87M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
26.2%
Holding
253
New
78
Increased
64
Reduced
74
Closed
27
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.67M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.86M |
| 3 |
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
|
$2.44M |
| 4 |
PIMCO Ultra Short Government Active ETF
BILZ
|
$2.23M |
| 5 |
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
|
$1.99M |
Top Sells
Sector Composition
| 1 | Technology | 7.13% |
| 2 | Financials | 4.97% |
| 3 | Utilities | 3.16% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Communication Services | 2.13% |
