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
$66.4M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$748K
3
+$547K
4
PGR icon
Progressive
PGR
+$407K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$383K

Top Sells

1
+$3.5M
2
+$1.12M
3
+$390K

Sector Composition

1 Consumer Staples 3.31%
2 Technology 2.86%
3 Financials 2.7%
4 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$728K 1.1%
15,600
+12
27
$674K 1.02%
5,820
+1,900
28
$668K 1.01%
8,455
+700
29
$663K 1%
4,235
+1,015
30
$598K 0.9%
9,262
31
$547K 0.82%
+3,825
32
$523K 0.79%
8,980
33
$517K 0.78%
4,005
34
$474K 0.71%
3,745
35
$450K 0.68%
11,170
+500
36
$407K 0.61%
+4,300
37
$373K 0.56%
+15,000
38
$217K 0.33%
2,325
39
$215K 0.32%
7,700
1
2