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
$229M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.75M
3
+$9.47M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9.38M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.32M

Top Sells

1
+$15.5M
2
+$13.7M
3
+$10.5M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$9.83M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.33M

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,164
77
– –
-3,649
78
– –
-1,025
79
– –
-2,301
80
– –
-21,261
1 2 3
4