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
76
– –
-8,321
77
– –
-4,277
78
– –
-2,250
79
– –
-37,628
80
– –
-6,234
81
– –
-3,797
82
– –
-913
1 2 3
4