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
$497M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Sells

1 +$32.5M
2 +$13.4M
3 +$6.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.17M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.62M

Sector Composition

1 Technology 9.56%
2 Financials 1.99%
3 Industrials 1.7%
4 Consumer Discretionary 1.31%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$13.6K ﹤0.01%
239
477
$13.5K ﹤0.01%
144
478
$13.5K ﹤0.01%
252
479
$13.5K ﹤0.01%
354
480
$13.5K ﹤0.01%
160
481
$13.5K ﹤0.01%
555
482
$13.4K ﹤0.01%
+230
483
$13.4K ﹤0.01%
+700
484
$13.3K ﹤0.01%
+1,625
485
$13.3K ﹤0.01%
1,299
486
$13.3K ﹤0.01%
180
487
$13.3K ﹤0.01%
292
488
$13.3K ﹤0.01%
289
489
$13.3K ﹤0.01%
78
+5
490
$13.3K ﹤0.01%
140
491
$13.2K ﹤0.01%
1,529
492
$13.2K ﹤0.01%
2,107
493
$13.1K ﹤0.01%
394
494
$13.1K ﹤0.01%
350
495
$13K ﹤0.01%
205
496
$13K ﹤0.01%
380
497
$12.9K ﹤0.01%
170
498
$12.9K ﹤0.01%
314
499
$12.9K ﹤0.01%
94
500
$12.9K ﹤0.01%
50
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