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
$364M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1 +$9.62M
2 +$9.18M
3 +$7.28M
4
BND icon
Vanguard Total Bond Market
BND
+$6.95M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.43M

Sector Composition

1 Technology 8.5%
2 Consumer Staples 3.01%
3 Industrials 2.13%
4 Financials 2.06%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
1,013
552
$9K ﹤0.01%
178
553
$9K ﹤0.01%
+600
554
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200
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371
-29
558
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30
559
$9K ﹤0.01%
695
+55
560
$9K ﹤0.01%
331
+300
561
$9K ﹤0.01%
1,535
562
$9K ﹤0.01%
57
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565
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476
566
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81
567
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568
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569
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128
570
$8K ﹤0.01%
422
571
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400
572
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495
573
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151
574
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482
575
$8K ﹤0.01%
185