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
126
$842K 0.24%
3,871
-150
127
$841K 0.24%
52,607
+1,882
128
$838K 0.23%
10,112
+488
129
$820K 0.23%
20,019
-15
130
$819K 0.23%
3,867
-76
131
$806K 0.23%
29,680
+1,101
132
$805K 0.23%
4,857
-121
133
$805K 0.23%
22,285
+471
134
$796K 0.22%
79,404
+6,899
135
$794K 0.22%
17,266
+198
136
$791K 0.22%
9,372
+395
137
$790K 0.22%
13,157
+157
138
$781K 0.22%
2,149
-44
139
$778K 0.22%
5,628
+157
140
$777K 0.22%
13,182
+2,766
141
$777K 0.22%
19,812
+704
142
$775K 0.22%
10,530
-1,375
143
$774K 0.22%
8,427
-96
144
$763K 0.21%
5,777
+160
145
$755K 0.21%
22,530
-1,637
146
$753K 0.21%
1,513
-49
147
$748K 0.21%
26,191
-2,527
148
$746K 0.21%
18,124
+495
149
$746K 0.21%
2,918
-46
150
$743K 0.21%
38,617
+2,311
4 5
6
7 8