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
601
$6.94K ﹤0.01%
324
602
$6.79K ﹤0.01%
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$5.93K ﹤0.01%
244