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
26
$3.31M 0.93%
46,954
-7,798
27
$3.18M 0.89%
107,104
+6,776
28
$3.14M 0.88%
5,581
+97
29
$3.11M 0.87%
68,698
-3,484
30
$3.03M 0.85%
67,961
-7,945
31
$2.83M 0.79%
128,804
+3,785
32
$2.82M 0.79%
26,026
+3,635
33
$2.6M 0.73%
12,407
-682
34
$2.52M 0.71%
49,847
-4,346
35
$2.45M 0.69%
15,667
-729
36
$2.27M 0.64%
6,470
-374
37
$2.25M 0.63%
4,379
+172
38
$2.23M 0.62%
4,755
-157
39
$2.23M 0.62%
64,647
+2,674
40
$2.13M 0.6%
12,436
-657
41
$2.1M 0.59%
59,706
+2,332
42
$2.09M 0.59%
8,068
+37
43
$2.07M 0.58%
9,336
-615
44
$1.95M 0.55%
122,242
-11,676
45
$1.93M 0.54%
16,220
-419
46
$1.87M 0.52%
49,797
-6,428
47
$1.8M 0.51%
11,360
-891
48
$1.76M 0.49%
10,512
+473
49
$1.66M 0.47%
3,035
-148
50
$1.58M 0.44%
54,287
-7,434
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