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ECA

Elevated Capital Advisors Portfolio holdings

AUM $397M
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
-0.88%
1 Year Est. Return
+11.67%
3 Year Est. Return
+37.35%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$397M
AUM Growth
-$31.7M
Cap. Flow
-$25.4M
Cap. Flow %
-6.4%
Top 10 Hldgs %
24.15%
Holding
889
New
58
Increased
126
Reduced
261
Closed
46

Top Buys

1
FOXY
Simplify Currency Strategy ETF
FOXY
+$7.06M
2
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$6.72M
3
OCTW icon
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
+$4.72M
4
SEPW icon
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
+$3.66M
5
DECU
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
+$3.02M

Top Sells

1
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$8.83M
2
SIXD
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
+$4.18M
3
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$3.87M
4
JUNW icon
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
+$2.83M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.75M

Sector Composition

1 Technology 11.35%
2 Financials 6.08%
3 Consumer Discretionary 3.93%
4 Utilities 2.77%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PJAN icon
501
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$7.38K ﹤0.01%
160
– –
POCT icon
502
Innovator US Equity Power Buffer ETF October
POCT
$967M
$7.37K ﹤0.01%
171
– –
PNOV icon
503
Innovator US Equity Power Buffer ETF November
PNOV
$910M
$7.36K ﹤0.01%
180
– –
AGGY icon
504
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$958M
$7.34K ﹤0.01%
169
– –
PSX icon
505
Phillips 66
PSX
$80.7B
$7.32K ﹤0.01%
40
+14
+54% +$2.19K
SHLD icon
506
Global X Defense Tech ETF
SHLD
$6.76B
$7.16K ﹤0.01%
+101
New +$7.52K
SLB icon
507
SLB Ltd
SLB
$70.4B
$7.14K ﹤0.01%
139
– –
IWD icon
508
iShares Russell 1000 Value ETF
IWD
$82.4B
$7.05K ﹤0.01%
33
– –
MDT icon
509
Medtronic
MDT
$107B
$7.02K ﹤0.01%
81
– –
SPTS icon
510
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$6.95K ﹤0.01%
238
– –
VV icon
511
Vanguard Large-Cap ETF
VV
$52.7B
$6.91K ﹤0.01%
23
– –
EFA icon
512
iShares MSCI EAFE ETF
EFA
$76.9B
$6.9K ﹤0.01%
71
– –
STWD icon
513
Starwood Property Trust
STWD
$6.34B
$6.87K ﹤0.01%
399
-347
-47% -$6.23K
GRMN
514
Garmin
GRMN
$48.4B
$6.73K ﹤0.01%
29
– –
AMX icon
515
America Movil
AMX
$78.5B
$6.73K ﹤0.01%
264
– –
HYS icon
516
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$6.69K ﹤0.01%
72
-1
-1% -$94
EVRG icon
517
Evergy
EVRG
$20B
$6.55K ﹤0.01%
80
– –
MRVL icon
518
Marvell Technology
MRVL
$169B
$6.54K ﹤0.01%
66
– –
WTFC icon
519
Wintrust Financial
WTFC
$11.3B
$6.53K ﹤0.01%
47
– –
IEFA icon
520
iShares Core MSCI EAFE ETF
IEFA
$187B
$6.52K ﹤0.01%
72
– –
AGNG icon
521
Global X Aging Population ETF
AGNG
$86.6M
$6.37K ﹤0.01%
179
– –
SKYY icon
522
First Trust Cloud Computing ETF
SKYY
$2.84B
$6.34K ﹤0.01%
58
– –
JCI icon
523
Johnson Controls International
JCI
$86.2B
$6.29K ﹤0.01%
48
– –
HEDJ icon
524
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$6.28K ﹤0.01%
120
– –
BCE icon
525
BCE
BCE
$20.6B
$6.18K ﹤0.01%
245
-55
-18% -$1.39K
19 20
21
22 23

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