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
76
$1.18M 0.33%
72,300
-6,563
77
$1.17M 0.33%
29,290
-146
78
$1.17M 0.33%
20,050
-2,497
79
$1.14M 0.32%
7,381
-445
80
$1.14M 0.32%
45,870
+1,688
81
$1.09M 0.3%
22,497
-1,681
82
$1.08M 0.3%
10,553
+254
83
$1.08M 0.3%
12,751
+964
84
$1.08M 0.3%
35,640
-1,411
85
$1.07M 0.3%
11,178
-432
86
$1.07M 0.3%
10,584
-3,177
87
$1.05M 0.29%
9,419
+499
88
$1.05M 0.29%
14,896
+1,293
89
$1.04M 0.29%
1,806
-133
90
$1.02M 0.29%
41,182
+2,078
91
$1.02M 0.29%
34,182
+553
92
$1.02M 0.29%
12,080
-699
93
$1.02M 0.28%
10,937
-915
94
$1.01M 0.28%
18,080
+446
95
$1.01M 0.28%
21,946
+191
96
$1.01M 0.28%
6,943
-210
97
$1.01M 0.28%
15,457
-30
98
$1M 0.28%
36,814
-3,067
99
$991K 0.28%
23,481
+666
100
$989K 0.28%
9,968
+335
2 3
4
5 6