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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
701
$2K ﹤0.01%
48
702
$2K ﹤0.01%
+7
703
$1K ﹤0.01%
8
704
$1K ﹤0.01%
246
705
$1K ﹤0.01%
40
706
$1K ﹤0.01%
31
707
$1K ﹤0.01%
24
708
$1K ﹤0.01%
+32
709
$1K ﹤0.01%
84
710
$1K ﹤0.01%
+183
711
$1K ﹤0.01%
11
712
$1K ﹤0.01%
170
713
$1K ﹤0.01%
1
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$1K ﹤0.01%
+53
715
$1K ﹤0.01%
+20
716
$1K ﹤0.01%
59
717
$1K ﹤0.01%
18
718
$1K ﹤0.01%
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719
$1K ﹤0.01%
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720
$1K ﹤0.01%
+10
721
$1K ﹤0.01%
14
722
$1K ﹤0.01%
50
723
– –
0
724
$1K ﹤0.01%
+185
725
$1K ﹤0.01%
+44
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