We are live on ! Find out more
ME

McIlrath & Eck Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$2.11M
3
+$704K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$394K
5
UMH
UMH Properties
UMH
+$265K

Top Sells

1
+$4.72M
2
+$2.61M
3
+$405K
4
AAPL icon
Apple
AAPL
+$373K
5
PG icon
Procter & Gamble
PG
+$300K

Sector Composition

1 Technology 11.51%
2 Financials 2.55%
3 Consumer Discretionary 2.05%
4 Industrials 2.02%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K 0.01%
560
377
$16K 0.01%
100
378
$16K 0.01%
+83
379
$16K 0.01%
92
380
$16K 0.01%
1,000
381
$16K 0.01%
+56
382
$16K 0.01%
200
383
$16K 0.01%
1,004
384
$16K 0.01%
100
385
$16K 0.01%
270
386
$16K 0.01%
96
387
$16K 0.01%
1,400
388
$16K 0.01%
360
+160
389
$16K 0.01%
+20
390
$15K 0.01%
242
391
$15K 0.01%
+339
392
$15K 0.01%
220
393
$15K 0.01%
+615
394
$15K 0.01%
+559
395
$15K 0.01%
113
396
$15K 0.01%
396
397
$15K 0.01%
205
398
$15K 0.01%
1,118
399
$15K 0.01%
484
400
$15K 0.01%
131
14 15
16
17 18