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
$287M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$2.06M
3 +$736K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$402K
5
UMH
UMH Properties
UMH
+$302K

Top Sells

1 +$4.8M
2 +$2.61M
3 +$428K
4
AAPL icon
Apple
AAPL
+$355K
5
PG icon
Procter & Gamble
PG
+$312K

Sector Composition

1 Technology 11.51%
2 Financials 2.53%
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%
1,000
378
$16K 0.01%
+56
379
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200
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381
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100
382
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270
383
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96
384
$16K 0.01%
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385
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92
387
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45
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388
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389
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100
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131
391
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820
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$15K 0.01%
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395
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398
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399
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400
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365