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SRHQ
+2.02 · +5.22%
$40.65 · NYSE ARCA

Elevation Series Trust - SRH U.S. Quality ETF (SRHQ) ETF Analysis | Mid-Cap Blend

Paralel Advisors LLC · USA
AUM:$184.6M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is SRHQ?

The index is intended to capture the performance of U. companies that exhibit consistent and moderate revenue growth but do not trade at excessive valuations.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SRHQ returned 12.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 31.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$184.6M
Expense Ratio0.35%
Dividend Yield0.75%
Holdings50
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderParalel Advisors LLC
Beta0.93
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+20.1%
1Y
+30.8%
3Y
+70.3%
5Y
+100.6%
OpenBook InsightIf you had invested £10,000 in SRHQ 5 years ago, it would have grown to £20,062 — a gain of £10,062.

Annual Returns

Calendar year performance

SRHQ delivered positive returns in 5 of the last 5 calendar years.
YearSRHQ
2026 YTD+26.0%
2025+7.7%
2024+16.8%
2023+21.5%
2022+4.2%
CAGR 4yr+12.3%
5/5 positive yearsAvg return: +15.2%Worst year: +4.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.8%
Low
Momentum
+5.9%
30-day change
Support Level
48.49
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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