ECA

Elevation Capital Advisory Portfolio holdings

AUM $245M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.57M
3
+$8.96M
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$8.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.33M

Top Sells

1
+$10.6M
2
+$9.7M
3
+$9.64M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$9.31M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$8.74M

Sector Composition

1 Technology 0.18%
2 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.11%
+6,414
52
$245K 0.1%
3,174
+123
53
$244K 0.1%
+1,802
54
$230K 0.09%
+6,810
55
$219K 0.09%
+1,000
56
$203K 0.08%
+2,788
57
– –
-58,979
58
– –
-2,953
59
– –
-40,679
60
– –
-124,515
61
– –
-221,959
62
– –
-57,087
63
– –
-268,791
64
– –
-40,469
65
– –
-326,223
66
– –
-193,227
67
– –
-2,864
68
– –
-118,936
69
– –
-7,295
70
– –
-6,841
71
– –
-28,671
72
– –
-51,496
73
– –
-128,326
74
– –
-38,824
75
– –
-14,066
1 2
3
4