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
$776M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$8.71M
3 +$8.31M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$8.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.27M

Top Sells

1 +$2.65M
2 +$2.3M
3 +$1.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$612K
5
INTC icon
Intel
INTC
+$336K

Sector Composition

1 Technology 9.55%
2 Financials 1.85%
3 Industrials 1.36%
4 Consumer Staples 1.33%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$14.4K ﹤0.01%
160
552
$14.4K ﹤0.01%
232
553
$14.4K ﹤0.01%
250
+50
554
$14.4K ﹤0.01%
103
+38
555
$14.3K ﹤0.01%
+319
556
$14.3K ﹤0.01%
205
557
$14.3K ﹤0.01%
554
558
$14.3K ﹤0.01%
57
559
$14.2K ﹤0.01%
170
-79
560
$13.8K ﹤0.01%
1,016
+11
561
$13.8K ﹤0.01%
92
+12
562
$13.8K ﹤0.01%
78
+71
563
$13.8K ﹤0.01%
1,078
+251
564
$13.7K ﹤0.01%
129
565
$13.6K ﹤0.01%
69
566
$13.4K ﹤0.01%
172
567
$13.3K ﹤0.01%
171
+31
568
$13.3K ﹤0.01%
2,377
+72
569
$13.3K ﹤0.01%
101
570
$13.3K ﹤0.01%
230
571
$13.2K ﹤0.01%
538
572
$13K ﹤0.01%
285
573
$13K ﹤0.01%
154
+63
574
$13K ﹤0.01%
137
+6
575
$12.8K ﹤0.01%
30
+21