EM
Elevation Management Portfolio holdings
AUM
$58.1M
This Quarter Return
+7.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$58.1M
AUM Growth
–
Cap. Flow
+$58.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$42.5M |
| 2 |
Yelp
YELP
|
$15.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.85T
| $42.5M | 73.2% |
+778,099
| New | +$42.5M |
|
|
2
Yelp
YELP
$1.99B
| $15.6M | 26.8% |
+225,809
| New | +$15.6M |
|