MCA

Millennium Capital Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$662K
2 +$440K
3 +$267K
4
NVDA icon
NVIDIA
NVDA
+$254K
5
CMG icon
Chipotle Mexican Grill
CMG
+$230K

Top Sells

1 +$409K
2 +$357K
3 +$264K
4
WMT icon
Walmart Inc
WMT
+$252K
5
ALB icon
Albemarle
ALB
+$244K

Sector Composition

1 Technology 31.67%
2 Healthcare 8.6%
3 Communication Services 8.35%
4 Industrials 8.29%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,850