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
$287M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$2.06M
3 +$736K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$402K
5
UMH
UMH Properties
UMH
+$302K

Top Sells

1 +$4.8M
2 +$2.61M
3 +$428K
4
AAPL icon
Apple
AAPL
+$355K
5
PG icon
Procter & Gamble
PG
+$312K

Sector Composition

1 Technology 11.51%
2 Financials 2.53%
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
726
$1K ﹤0.01%
61
727
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+3
728
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+57
729
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730
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72
731
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179
732
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5
-10
733
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734
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735
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736
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737
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738
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739
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740
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741
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5
742
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743
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744
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290
745
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746
$0 ﹤0.01%
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747
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748
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+23
749
$0 ﹤0.01%
2
750
$0 ﹤0.01%
8