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ECA

Elevated Capital Advisors Portfolio holdings

AUM $397M
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
-0.88%
1 Year Est. Return
+11.67%
3 Year Est. Return
+37.35%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$397M
AUM Growth
-$31.7M
Cap. Flow
-$25.4M
Cap. Flow %
-6.4%
Top 10 Hldgs %
24.15%
Holding
889
New
58
Increased
126
Reduced
261
Closed
46

Top Buys

1
FOXY
Simplify Currency Strategy ETF
FOXY
+$7.06M
2
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$6.72M
3
OCTW icon
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
+$4.72M
4
SEPW icon
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
+$3.66M
5
DECU
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
+$3.02M

Top Sells

1
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$8.83M
2
SIXD
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
+$4.18M
3
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$3.87M
4
JUNW icon
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
+$2.83M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.75M

Sector Composition

1 Technology 11.35%
2 Financials 6.08%
3 Consumer Discretionary 3.93%
4 Utilities 2.77%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
176
NextEra Energy
NEE
$186B
$517K 0.13%
5,570
+5,083
+1,044% +$452K
SCHX icon
177
Schwab US Large- Cap ETF
SCHX
$72.4B
$517K 0.13%
+20,145
New +$540K
SPUC icon
178
Simplify US Equity Income ETF
SPUC
$93.1M
$514K 0.13%
+11,636
New +$540K
ANET icon
179
Arista Networks
ANET
$211B
$514K 0.13%
+4,185
New +$560K
SPYC icon
180
Simplify US Equity PLUS Convexity ETF
SPYC
$112M
$509K 0.13%
+12,883
New +$540K
NEM icon
181
Newmont
NEM
$97.1B
$505K 0.13%
4,663
-6,721
-59% -$775K
LEN icon
182
Lennar Class A
LEN
$20.7B
$496K 0.12%
5,717
+5,708
+63,422% +$617K
AFL icon
183
Aflac
AFL
$62.5B
$496K 0.12%
4,520
– –
VRSK icon
184
Verisk Analytics
VRSK
$26.6B
$480K 0.12%
2,532
+2,530
+126,500% +$513K
PLTR icon
185
Palantir
PLTR
$321B
$479K 0.12%
3,277
+3,070
+1,483% +$469K
SWKS icon
186
Skyworks Solutions
SWKS
$8.56B
$473K 0.12%
+8,828
New +$514K
ISRG icon
187
Intuitive Surgical
ISRG
$142B
$473K 0.12%
1,025
-50
-5% -$25.3K
CAG icon
188
Conagra Brands
CAG
$6.95B
$471K 0.12%
+29,978
New +$529K
BMY icon
189
Bristol-Myers Squibb
BMY
$123B
$460K 0.12%
7,592
+4,185
+123% +$244K
UNP icon
190
Union Pacific
UNP
$177B
$459K 0.12%
1,890
-4,546
-71% -$1.11M
HPQ icon
191
HP
HPQ
$21.8B
$456K 0.11%
23,720
-3,662
-13% -$71.2K
C icon
192
Citigroup
C
$221B
$455K 0.11%
4,015
+3,948
+5,893% +$450K
XLE icon
193
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$449K 0.11%
7,322
+223
+3% +$12K
SCHF icon
194
Schwab International Equity ETF
SCHF
$65.7B
$445K 0.11%
17,977
-1,104
-6% -$28.1K
QQQM icon
195
Invesco NASDAQ 100 ETF
QQQM
$97.8B
$437K 0.11%
1,840
+1,781
+3,019% +$445K
LULU icon
196
lululemon athletica
LULU
$13.5B
$431K 0.11%
2,814
+373
+15% +$66.9K
LMT icon
197
Lockheed Martin
LMT
$119B
$427K 0.11%
707
-88
-11% -$54.2K
EFG icon
198
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$421K 0.11%
3,782
-270
-7% -$31.8K
EMXC icon
199
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$417K 0.1%
5,298
-521
-9% -$41.9K
TOL icon
200
Toll Brothers
TOL
$14.4B
$397K 0.1%
2,908
-688
-19% -$101K
6 7
8
9 10

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