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ME

McIlrath & Eck Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
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
+$5.55M
2
+$2.11M
3
+$704K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$394K
5
UMH
UMH Properties
UMH
+$265K

Top Sells

1
+$4.72M
2
+$2.61M
3
+$405K
4
AAPL icon
Apple
AAPL
+$373K
5
PG icon
Procter & Gamble
PG
+$300K

Sector Composition

1 Technology 11.51%
2 Financials 2.55%
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
576
$6K ﹤0.01%
19
577
$6K ﹤0.01%
63
578
$6K ﹤0.01%
500
579
$6K ﹤0.01%
61
580
$5K ﹤0.01%
220
581
$5K ﹤0.01%
+120
582
$5K ﹤0.01%
+36
583
$5K ﹤0.01%
163
584
$5K ﹤0.01%
150
585
$5K ﹤0.01%
50
586
$5K ﹤0.01%
207
587
$5K ﹤0.01%
45
588
$5K ﹤0.01%
116
+8
589
$5K ﹤0.01%
290
590
$5K ﹤0.01%
+60
591
$5K ﹤0.01%
+25
592
$5K ﹤0.01%
268
593
$5K ﹤0.01%
+485
594
$5K ﹤0.01%
+16
595
$5K ﹤0.01%
100
596
$5K ﹤0.01%
18
597
$5K ﹤0.01%
91
-615
598
$5K ﹤0.01%
60
599
$5K ﹤0.01%
34
600
$5K ﹤0.01%
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