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
551
$9.64K ﹤0.01%
55
552
$9.57K ﹤0.01%
345
553
$9.57K ﹤0.01%
1,118
554
$9.55K ﹤0.01%
304
555
$9.49K ﹤0.01%
207
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$9.46K ﹤0.01%
58
557
$9.42K ﹤0.01%
21
-18
558
$9.38K ﹤0.01%
65
559
$9.21K ﹤0.01%
100
560
$9.17K ﹤0.01%
82
561
$9.11K ﹤0.01%
241
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$9.09K ﹤0.01%
467
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$8.97K ﹤0.01%
887
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$8.9K ﹤0.01%
178
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$8.88K ﹤0.01%
500
566
$8.76K ﹤0.01%
1,207
-423
567
$8.76K ﹤0.01%
131
568
$8.71K ﹤0.01%
12
569
$8.71K ﹤0.01%
192
570
$8.7K ﹤0.01%
506
571
$8.67K ﹤0.01%
98
572
$8.6K ﹤0.01%
400
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$8.59K ﹤0.01%
137
574
$8.51K ﹤0.01%
173
575
$8.44K ﹤0.01%
827