ME

McIlrath & Eck Portfolio holdings

AUM $968M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1 +$33.3K
2 +$2.65K
3 +$694

Top Sells

1 +$5.72K
2 +$1.03K
3 +$677
4
HSBC icon
HSBC
HSBC
+$121
5
PHG icon
Philips
PHG
+$41

Sector Composition

1 Technology 9.28%
2 Financials 1.81%
3 Consumer Discretionary 1.65%
4 Industrials 1.57%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15K 0.01%
57
252
$15K 0.01%
55
253
$15K 0.01%
100
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$15K 0.01%
435
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$14K 0.01%
127
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$14K 0.01%
271
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$14K 0.01%
348
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$14K 0.01%
1,110
260
$14K 0.01%
87
261
$14K 0.01%
225
262
$14K 0.01%
455
263
$14K 0.01%
119
264
$14K 0.01%
762
265
$14K 0.01%
277
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133
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$14K 0.01%
128
268
$14K 0.01%
484
269
$14K 0.01%
184
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$14K 0.01%
206
271
$14K 0.01%
1,420
272
$13K 0.01%
363
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$13K 0.01%
262
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$13K 0.01%
346
275
$13K 0.01%
134