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
176
$576K 0.16%
6,323
+960
177
$573K 0.16%
14,180
-2,013
178
$567K 0.16%
18,341
+620
179
$559K 0.16%
9,066
-270
180
$554K 0.16%
5,739
+213
181
$546K 0.15%
10,941
-2,771
182
$537K 0.15%
11,192
-1,620
183
$537K 0.15%
5,087
-131
184
$535K 0.15%
5,347
-410
185
$533K 0.15%
4,843
-12
186
$528K 0.15%
19,865
-5,772
187
$503K 0.14%
2,436
-81
188
$503K 0.14%
4,520
189
$499K 0.14%
14,993
+711
190
$496K 0.14%
1,110
-9
191
$492K 0.14%
14,946
+751
192
$489K 0.14%
1,571
-93
193
$476K 0.13%
6,499
-2,207
194
$471K 0.13%
15,200
-621
195
$465K 0.13%
832
+4
196
$465K 0.13%
6,330
-974
197
$461K 0.13%
74,335
+12,486
198
$459K 0.13%
20,399
+1,271
199
$454K 0.13%
1,652
+43
200
$440K 0.12%
2,158
-54
6 7
8
9 10