MECA

Miller Equity Capital Advisors Portfolio holdings

AUM $1.45M
1-Year Est. Return 7.67%
This Quarter Est. Return
1 Year Est. Return
+7.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11.7M
3
+$5.56M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.29M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.63%
2 Financials 2.14%
3 Technology 1.82%
4 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 1.02%
+11,520
27
$612K 0.78%
+15,444
28
$572K 0.73%
+4,005
29
$538K 0.69%
+6,165
30
$523K 0.67%
+6,880
31
$516K 0.66%
+4,425
32
$501K 0.64%
+6,824
33
$424K 0.54%
+2,378
34
$418K 0.54%
+2,825
35
$346K 0.44%
+3,785
36
$329K 0.42%
+3,245
37
$314K 0.4%
+3,130
38
$270K 0.35%
+7,700
39
$263K 0.34%
+2,185
40
$79K 0.1%
+12,916
1
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