ME

McIlrath & Eck Portfolio holdings

AUM $968M
1-Year Est. Return 11.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$33.3K
2
+$2.65K
3
+$694

Top Sells

1
+$5.72K
2
+$1.03K
3
+$677
4
HSBC icon
HSBC
HSBC
+$121
5
PHG icon
Philips
PHG
+$41

Sector Composition

1 Technology 9.28%
2 Financials 1.81%
3 Consumer Discretionary 1.65%
4 Industrials 1.57%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
19
577
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20
578
$1K ﹤0.01%
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579
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580
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581
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582
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583
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584
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585
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10
586
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100
597
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598
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586
599
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44
600
$1K ﹤0.01%
43
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