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
501
$9K ﹤0.01%
200
502
$8K ﹤0.01%
137
503
$8K ﹤0.01%
183
+29
504
$8K ﹤0.01%
50
505
$8K ﹤0.01%
132
506
$8K ﹤0.01%
28
507
$8K ﹤0.01%
74
508
$8K ﹤0.01%
12
509
$8K ﹤0.01%
78
510
$8K ﹤0.01%
65
511
$8K ﹤0.01%
178
512
$8K ﹤0.01%
192
513
$8K ﹤0.01%
633
514
$8K ﹤0.01%
21
515
$8K ﹤0.01%
30
516
$8K ﹤0.01%
488
517
$8K ﹤0.01%
38
-17
518
$8K ﹤0.01%
27
519
$8K ﹤0.01%
202
520
$8K ﹤0.01%
100
521
$8K ﹤0.01%
55
522
$8K ﹤0.01%
84
523
$8K ﹤0.01%
25
+10
524
$7K ﹤0.01%
185
525
$7K ﹤0.01%
271
+76