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
$147M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$323K
2 +$312K
3 +$311K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$281K
5
KKR icon
KKR & Co
KKR
+$205K

Top Sells

1 +$2.5M
2 +$2.06M
3 +$1.85M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 33.09%
2 Industrials 8.72%
3 Communication Services 8.26%
4 Financials 7.86%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,130