ECA

Elevated Capital Advisors Portfolio holdings

AUM $397M
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.96M
3
+$3.92M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$3.75M
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$2.36M

Top Sells

1
+$2.28M
2
+$695K
3
+$666K
4
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$657K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$640K

Sector Composition

1 Technology 10.98%
2 Financials 6.18%
3 Consumer Discretionary 3.99%
4 Utilities 3.31%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.49%
116,501
-5,741
52
$1.89M 0.47%
5,732
-1,408
53
$1.89M 0.47%
4,660
+468
54
$1.85M 0.46%
22,611
+4,329
55
$1.85M 0.46%
6,141
-1,487
56
$1.83M 0.45%
11,286
+733
57
$1.8M 0.45%
3,169
+134
58
$1.8M 0.45%
46,904
-2,893
59
$1.72M 0.43%
3,412
+882
60
$1.71M 0.43%
11,008
+496
61
$1.69M 0.42%
5,570
+783
62
$1.63M 0.41%
10,077
-1,283
63
$1.59M 0.4%
15,454
+3,374
64
$1.57M 0.39%
17,200
+5,688
65
$1.53M 0.38%
10,890
+1,737
66
$1.45M 0.36%
9,462
+2,505
67
$1.45M 0.36%
1,977
+171
68
$1.42M 0.35%
16,849
-2,698
69
$1.4M 0.35%
48,869
-3,765
70
$1.39M 0.35%
31,668
-216
71
$1.39M 0.34%
4,332
+1,414
72
$1.37M 0.34%
26,145
+3,648
73
$1.36M 0.34%
45,960
-8,327
74
$1.34M 0.33%
3,785
+638
75
$1.33M 0.33%
8,219
-2,959
1 2
3
4 5