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
201
$432K 0.12%
3,253
+63
202
$423K 0.12%
7,971
-319
203
$415K 0.12%
3,165
+96
204
$414K 0.12%
5,801
205
$412K 0.12%
9,874
-278
206
$408K 0.11%
2,752
+3
207
$402K 0.11%
3,214
-89
208
$399K 0.11%
8,008
-109
209
$394K 0.11%
2,033
+62
210
$378K 0.11%
2,146
-26
211
$370K 0.1%
1,943
-194
212
$359K 0.1%
1,775
-42
213
$354K 0.1%
3,776
-178
214
$350K 0.1%
2,395
-226
215
$333K 0.09%
5,919
-853
216
$328K 0.09%
1,896
-32
217
$328K 0.09%
1,221
-243
218
$327K 0.09%
1,460
+65
219
$320K 0.09%
13,875
-3,637
220
$316K 0.09%
2,686
221
$299K 0.08%
3,336
222
$294K 0.08%
2,810
-116
223
$292K 0.08%
3,494
-52
224
$290K 0.08%
1,867
-84
225
$290K 0.08%
4,167
-604
7 8
9
10 11