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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
626
$4K ﹤0.01%
68
627
$4K ﹤0.01%
+120
628
$4K ﹤0.01%
50
629
$4K ﹤0.01%
71
630
$4K ﹤0.01%
54
+25
631
$4K ﹤0.01%
100
632
$4K ﹤0.01%
35
633
$4K ﹤0.01%
176
634
$4K ﹤0.01%
222
635
$4K ﹤0.01%
168
636
$4K ﹤0.01%
100
637
$4K ﹤0.01%
22
638
$4K ﹤0.01%
8
639
$4K ﹤0.01%
18
-82
640
$4K ﹤0.01%
18
641
$4K ﹤0.01%
113
642
$3K ﹤0.01%
200
643
$3K ﹤0.01%
29
644
$3K ﹤0.01%
+35
645
$3K ﹤0.01%
30
+20
646
$3K ﹤0.01%
95
647
$3K ﹤0.01%
66
648
$3K ﹤0.01%
+7
649
$3K ﹤0.01%
148
650
$3K ﹤0.01%
+22
24 25
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27 28