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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.91M
3
+$5.86M
4
RFCI icon
RiverFront Dynamic Core Income
RFCI
+$5.49M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.57%
2 Financials 5.06%
3 Communication Services 3.87%
4 Consumer Staples 3.87%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.94M 3.73%
+26,212
2
$5.91M 2.78%
+106,492
3
$5.86M 2.75%
+594,531
4
$5.49M 2.58%
+208,804
5
$5.29M 2.49%
+374,012
6
$5.04M 2.37%
+37,710
7
$4.88M 2.3%
+55,047
8
$4.68M 2.2%
+110,218
9
$4.65M 2.19%
+40,906
10
$4.53M 2.13%
+122,604
11
$4.36M 2.05%
+13,265
12
$4.11M 1.93%
+125,232
13
$3.69M 1.74%
+15,042
14
$3.49M 1.64%
+52,567
15
$3.09M 1.45%
+37,204
16
$2.72M 1.28%
+24,852
17
$2.63M 1.23%
+45,597
18
$2.6M 1.22%
+116,112
19
$2.6M 1.22%
+255,262
20
$2.53M 1.19%
+92,175
21
$2.49M 1.17%
+126,734
22
$2.49M 1.17%
+13,636
23
$2.47M 1.16%
+328,495
24
$2.45M 1.15%
+44,506
25
$2.39M 1.12%
+150,268
1
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