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
$233M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$10.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.24M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$8.72M

Top Sells

1
+$10.6M
2
+$9.41M
3
+$9.06M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$8.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.71M

Sector Composition

1 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,471
77
– –
-2,563
78
– –
-15,290
79
– –
-3,188
80
– –
-5,299
1 2 3
4