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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
676
$2K ﹤0.01%
25
677
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20
678
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20
679
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24
680
$2K ﹤0.01%
10
681
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40
682
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30
683
$2K ﹤0.01%
24
684
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685
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60
686
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+50
687
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688
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689
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36
690
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83
+16
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$2K ﹤0.01%
34
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$2K ﹤0.01%
8
-6
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+111
695
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110
696
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+105
697
$2K ﹤0.01%
97
698
$2K ﹤0.01%
123
-528
699
$2K ﹤0.01%
39
700
$2K ﹤0.01%
136
26 27
28
29 30