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
$90M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.28M
3
+$2.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.72M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.67%
2 Technology 4.2%
3 Energy 3.49%
4 Consumer Staples 3.23%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.31M 3.68%
+39,498
2
$3.28M 3.64%
+11,078
3
$2.8M 3.12%
+27,942
4
$2.72M 3.02%
+26,768
5
$2.67M 2.97%
+36,428
6
$2.47M 2.75%
+19,658
7
$2.33M 2.59%
+52,928
8
$2.25M 2.51%
+89,845
9
$1.95M 2.16%
+27,894
10
$1.67M 1.85%
+92,227
11
$1.67M 1.85%
+76,832
12
$1.66M 1.85%
+59,861
13
$1.66M 1.84%
+120,568
14
$1.65M 1.84%
+86,505
15
$1.65M 1.83%
+52,735
16
$1.64M 1.83%
+85,134
17
$1.64M 1.82%
+307,745
18
$1.64M 1.82%
+37,974
19
$1.63M 1.81%
+87,374
20
$1.62M 1.8%
+46,183
21
$1.56M 1.74%
+31,151
22
$1.41M 1.56%
+137,217
23
$1.36M 1.51%
+4,203
24
$1.32M 1.47%
+26,262
25
$1.26M 1.41%
+21,805
1
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