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
51
$1.54M 0.43%
4,192
-102
52
$1.53M 0.43%
7,628
-624
53
$1.51M 0.42%
1,833
-189
54
$1.5M 0.42%
30,023
-3,800
55
$1.5M 0.42%
4,787
+59
56
$1.45M 0.41%
9,397
-540
57
$1.45M 0.41%
31,884
+1,097
58
$1.43M 0.4%
10,060
+96
59
$1.4M 0.39%
61,040
-7,836
60
$1.38M 0.39%
5,560
-285
61
$1.37M 0.38%
9,153
-64
62
$1.35M 0.38%
2,530
-12
63
$1.34M 0.38%
5,481
-446
64
$1.33M 0.37%
15,557
-347
65
$1.33M 0.37%
24,165
+441
66
$1.32M 0.37%
1,395
-45
67
$1.29M 0.36%
45,761
-4,709
68
$1.28M 0.36%
24,044
+750
69
$1.27M 0.36%
52,634
-4,784
70
$1.25M 0.35%
18,282
-1,054
71
$1.22M 0.34%
34,020
+1,130
72
$1.22M 0.34%
11,109
-158
73
$1.21M 0.34%
3,147
+49
74
$1.2M 0.33%
7,140
-608
75
$1.19M 0.33%
6,957
-113
1 2
3
4 5