MCAL

Millennium Capital Advisors, LLC Portfolio holdings

AUM $170M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M
2 +$12.7M
3 +$8.36M
4
META icon
Meta Platforms (Facebook)
META
+$7.02M
5
AMZN icon
Amazon
AMZN
+$6.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.8%
2 Financials 8.69%
3 Industrials 8.24%
4 Communication Services 8%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CAT icon
126
Caterpillar
CAT
$317B
$201K 0.12%
+350
GOOG icon
127
Alphabet (Google) Class C
GOOG
$4T
$200K 0.12%
+638
SURG icon
128
SurgePays
SURG
$23.4M
$142K 0.08%
+85,000