ECA

Elevated Capital Advisors Portfolio holdings

AUM $402M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.74M
3
+$3.4M
4
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.87M
5
NVDA icon
NVIDIA
NVDA
+$394K

Top Sells

1
+$1.64M
2
+$1.58M
3
+$1.22M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.22M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.18M

Sector Composition

1 Technology 9.57%
2 Financials 6.53%
3 Utilities 3.88%
4 Consumer Discretionary 3.83%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K 0.08%
1,068
-55
227
$281K 0.08%
919
-106
228
$278K 0.08%
1,613
-262
229
$276K 0.08%
1,620
-11
230
$269K 0.08%
1,914
-167
231
$265K 0.07%
4,806
-287
232
$265K 0.07%
1,999
-263
233
$262K 0.07%
2,033
234
$260K 0.07%
8,582
+679
235
$259K 0.07%
1,314
-52
236
$252K 0.07%
3,685
-491
237
$249K 0.07%
4,760
-348
238
$244K 0.07%
9,273
-377
239
$239K 0.07%
10,524
+110
240
$238K 0.07%
2,714
+207
241
$231K 0.06%
9,043
-915
242
$228K 0.06%
1,589
-53
243
$225K 0.06%
7,034
+599
244
$225K 0.06%
8,166
-255
245
$223K 0.06%
5,151
-388
246
$221K 0.06%
9,356
-1,252
247
$217K 0.06%
+7,270
248
$215K 0.06%
+3,650
249
$213K 0.06%
3,646
-497
250
$208K 0.06%
+10,507
7 8 9
10
11