EFG

Elevated Financial Group Portfolio holdings

AUM $289M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.84%
2 Financials 3.48%
3 Consumer Discretionary 2.36%
4 Communication Services 1.92%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMRC icon
126
Ameresco
AMRC
$1.63B
$205K 0.07%
+6,983