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
$329M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Sells

1 +$1.78M
2 +$678K
3 +$606K
4
LMT icon
Lockheed Martin
LMT
+$218K
5
AXP icon
American Express
AXP
+$141K

Sector Composition

1 Technology 13.36%
2 Financials 2.87%
3 Industrials 2.1%
4 Consumer Discretionary 2.1%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$7K ﹤0.01%
104
577
$7K ﹤0.01%
207
578
$7K ﹤0.01%
126
+1
579
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66
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41
581
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86
582
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35
583
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27
584
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1,032
585
$7K ﹤0.01%
80
586
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125
587
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+350
588
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147