ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
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
+$4.25M
2
+$3.8M
3
+$3.74M
4
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.99M
5
NVDA icon
NVIDIA
NVDA
+$461K

Top Sells

1
+$1.63M
2
+$1.57M
3
+$1.22M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.17M

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
251
$204K 0.06%
3,491
-462
252
$202K 0.06%
5,350
-46
253
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-1,014
254
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-4,631
255
– –
-738
256
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-9,354
257
– –
-4,020
258
– –
-2,258
259
– –
-2,722
260
– –
-8,696
261
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-3,887
262
– –
-4,022
263
– –
-751
7 8 9 10
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