ECA

Elevation Capital Advisory Portfolio holdings

AUM $250M
1-Year Est. Return 19.64%
This Quarter Est. Return
1 Year Est. Return
+19.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.7M
3
+$9.64M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.45M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$9M

Top Sells

1
+$15.6M
2
+$13.7M
3
+$10.5M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$9.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$8.83M

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.36%
40,679
-1,805
27
$3.1M 1.35%
+81,501
28
$2.77M 1.21%
+28,586
29
$2.55M 1.11%
+4,710
30
$2.47M 1.08%
24,751
+1,108
31
$2.42M 1.06%
43,488
-165,442
32
$1.41M 0.62%
50,450
+3,567
33
$1.38M 0.6%
11,553
-6,563
34
$1.37M 0.6%
17,199
+1,246
35
$1.36M 0.59%
25,545
+812
36
$1.16M 0.5%
38,824
-18,480
37
$961K 0.42%
6,477
-3,784
38
$933K 0.41%
14,066
+10,262
39
$917K 0.4%
2,817
-966
40
$737K 0.32%
3,797
+1,918
41
$728K 0.32%
3,326
-1,248
42
$677K 0.3%
+2,734
43
$653K 0.28%
5,793
-70,691
44
$622K 0.27%
+8,321
45
$579K 0.25%
2,864
-43,672
46
$562K 0.25%
+6,841
47
$473K 0.21%
+6,234
48
$448K 0.2%
9,739
-61,280
49
$443K 0.19%
+4,277
50
$441K 0.19%
+8,979
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