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
151
$741K 0.21%
6,800
-280
152
$735K 0.21%
1,485
-108
153
$707K 0.2%
13,881
-219
154
$693K 0.19%
21,598
-893
155
$693K 0.19%
8,992
-149
156
$671K 0.19%
57,774
+341
157
$671K 0.19%
49,419
-6,493
158
$665K 0.19%
9,286
+314
159
$653K 0.18%
23,578
+3,673
160
$652K 0.18%
16,125
+753
161
$639K 0.18%
23,249
-1,172
162
$633K 0.18%
56,700
-1,695
163
$626K 0.18%
2,334
-138
164
$623K 0.17%
41,084
+1,517
165
$621K 0.17%
1,186
+35
166
$619K 0.17%
24,421
+869
167
$618K 0.17%
23,102
+780
168
$618K 0.17%
58,396
-992
169
$612K 0.17%
12,961
+1,155
170
$607K 0.17%
19,207
+517
171
$594K 0.17%
36,821
+1,547
172
$592K 0.17%
14,753
+517
173
$587K 0.16%
15,115
+510
174
$586K 0.16%
2,513
-46
175
$581K 0.16%
19,154
+711
5 6
7
8 9