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
$107M
AUM Growth
+$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$325K
3
+$217K
4
AAPL icon
Apple
AAPL
+$215K
5
CVX icon
Chevron
CVX
+$214K

Top Sells

1
+$1.73M
2
+$640K
3
+$393K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$308K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$139K

Sector Composition

1 Consumer Staples 3.78%
2 Technology 3.33%
3 Financials 3.2%
4 Consumer Discretionary 3.01%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.4%
7,500
27
$1.49M 1.38%
8,374
+1,210
28
$1.42M 1.33%
9,472
+435
29
$1.33M 1.24%
13,920
30
$1.18M 1.1%
10,200
+1,185
31
$1.15M 1.07%
23,811
+306
32
$933K 0.87%
8,880
-318
33
$874K 0.81%
25,000
34
$831K 0.77%
8,100
+100
35
$798K 0.74%
5,105
+100
36
$797K 0.74%
6,170
+1,065
37
$620K 0.58%
12,200
+100
38
$524K 0.49%
5,633
+400
39
$518K 0.48%
9,390
+410
40
$399K 0.37%
5,145
-8,250
41
$322K 0.3%
3,680
+1,115
42
$267K 0.25%
1,153
43
$248K 0.23%
738
+2
44
$216K 0.2%
26,300
+300
45
$214K 0.2%
+1,821
46
$214K 0.2%
+1,910
47
$186K 0.17%
10,335
+100
1
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