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
76
– –
-3,037
77
– –
-17,723
78
– –
-116,164
79
– –
-76,840
80
– –
-21,261
1 2 3
4