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
$53.3M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$90.3K
2
+$86.6K
3
+$82.2K
4
VV icon
Vanguard Large-Cap ETF
VV
+$37.3K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$37.2K

Top Sells

1
+$1.71M
2
+$1.65M
3
+$474K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$402K
5
BND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$505K 0.95%
8,980
-6,420
27
$488K 0.92%
4,005
28
$443K 0.83%
8,642
+1,762
29
$442K 0.83%
3,745
-680
30
$399K 0.75%
10,450
-160
31
$395K 0.74%
3,003
+625
32
$372K 0.7%
3,140
+315
33
$325K 0.61%
5,104
-1,720
34
$208K 0.39%
2,325
-3,840
35
$207K 0.39%
7,700
36
$14K 0.03%
12,916
37
– –
-3,130
38
– –
-2,185
39
– –
-3,785
40
– –
-3,245
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