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
$136M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$1.79M
3
+$1.53M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.37M
5
VFH icon
Vanguard Financials ETF
VFH
+$902K

Top Sells

1
+$1.19M
2
+$173K
3
+$25.9K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.08K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.3K

Sector Composition

1 Technology 7.89%
2 Financials 5.84%
3 Consumer Discretionary 4.29%
4 Consumer Staples 3.85%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.47%
16,262
27
$1.98M 1.45%
47,300
+2,000
28
$1.87M 1.37%
12,622
+2,510
29
$1.79M 1.31%
22,250
+6,800
30
$1.78M 1.3%
12,386
+65
31
$1.49M 1.09%
9,430
32
$1.43M 1.05%
118,435
+23,000
33
$1.3M 0.95%
7,560
34
$1.27M 0.93%
11,250
35
$1.23M 0.91%
43,100
+3,000
36
$1.23M 0.9%
3,540
+2,300
37
$1.18M 0.86%
32,316
-200
38
$1.15M 0.84%
9,427
-45
39
$1.03M 0.76%
13,920
40
$818K 0.6%
10,200
41
$743K 0.55%
7,080
42
$726K 0.53%
5,105
43
$717K 0.53%
8,880
44
$481K 0.35%
4,735
45
$467K 0.34%
42,336
+16,000
46
$440K 0.32%
9,220
47
$270K 0.2%
3,680
48
$262K 0.19%
1,821
49
$248K 0.18%
+2,377
1
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