MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
This Quarter Return
-3.49%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+9.8%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
12.48%
Top 10 Holdings %
Top 10 Hldgs %
51.8%
Holding
49
New
2
Increased
24
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$6.38M |
| 2 |
Tesla
TSLA
|
$862K |
| 3 |
Texas Instruments
TXN
|
$844K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$818K |
| 5 |
American Airlines Group
AAL
|
$768K |
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.93M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$138K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$101K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$88.7K |
| 5 |
Vanguard Energy ETF
VDE
|
$43.9K |
Sector Composition
| 1 | Technology | 5.15% |
| 2 | Financials | 4.55% |
| 3 | Consumer Staples | 4.48% |
| 4 | Consumer Discretionary | 4.01% |
| 5 | Industrials | 1.79% |
