MECA
Miller Equity Capital Advisors Portfolio holdings
AUM $1.45M
1-Year Return
7.67%
This Quarter Return
-19.58%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$53.3M
AUM Growth
-$24.8M
(-32%)
Cap. Flow
-$8.78M
Cap. Flow
% of AUM
-16.48%
Top 10 Holdings %
Top 10 Hldgs %
69.61%
Holding
40
New
–
Increased
6
Reduced
25
Closed
4
Top Buys
| 1 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$90.3K |
| 2 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
+$86.6K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$82.2K |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$37.3K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$37.2K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.71M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.65M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$474K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$402K |
| 5 |
Vanguard Total Bond Market
BND
|
+$366K |
Sector Composition
| 1 | Consumer Staples | 3.22% |
| 2 | Technology | 1.95% |
| 3 | Financials | 1.76% |
| 4 | Energy | 0.03% |
