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
$776M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$8.71M
3 +$8.31M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$8.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.27M

Top Sells

1 +$2.65M
2 +$2.3M
3 +$1.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$612K
5
INTC icon
Intel
INTC
+$336K

Sector Composition

1 Technology 9.55%
2 Financials 1.85%
3 Industrials 1.36%
4 Consumer Staples 1.33%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8.65K ﹤0.01%
192
652
$8.62K ﹤0.01%
210
653
$8.61K ﹤0.01%
324
654
$8.58K ﹤0.01%
17
655
$8.54K ﹤0.01%
49
656
$8.5K ﹤0.01%
131
657
$8.49K ﹤0.01%
150
658
$8.48K ﹤0.01%
951
+917
659
$8.44K ﹤0.01%
290
-771
660
$8.42K ﹤0.01%
2
661
$8.39K ﹤0.01%
200
662
$8.34K ﹤0.01%
476
663
$8.34K ﹤0.01%
751
-1,193
664
$8.32K ﹤0.01%
+504
665
$8.3K ﹤0.01%
+47
666
$8.27K ﹤0.01%
43
667
$8.21K ﹤0.01%
4
668
$8.15K ﹤0.01%
900
669
$8.12K ﹤0.01%
159
670
$8.1K ﹤0.01%
+1,094
671
$7.96K ﹤0.01%
179
+2
672
$7.95K ﹤0.01%
43
673
$7.9K ﹤0.01%
117
674
$7.87K ﹤0.01%
155
+105
675
$7.85K ﹤0.01%
47