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
$197M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.19M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$506K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$249K

Top Sells

1
+$139K
2
+$112K
3
+$81.5K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.1K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.92K

Sector Composition

1 Technology 7.41%
2 Financials 4.55%
3 Consumer Discretionary 3.59%
4 Consumer Staples 3.13%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.22%
16,952
27
$2.29M 1.16%
17,300
28
$2.28M 1.16%
127,044
29
$2.1M 1.06%
12,683
+57
30
$1.94M 0.98%
9,430
31
$1.62M 0.82%
3,890
32
$1.47M 0.75%
7,560
33
$1.45M 0.74%
44,500
34
$1.39M 0.71%
11,250
35
$1.38M 0.7%
48,500
36
$1.3M 0.66%
9,377
-50
37
$1.23M 0.63%
13,920
38
$852K 0.43%
10,200
39
$816K 0.41%
8,879
40
$807K 0.41%
7,500
+110
41
$726K 0.37%
5,105
42
$673K 0.34%
16,548
-1,698
43
$652K 0.33%
51,336
44
$535K 0.27%
4,735
45
$534K 0.27%
7,060
-1,840
46
$451K 0.23%
9,220
47
$389K 0.2%
2,677
48
$287K 0.15%
1,821
49
$277K 0.14%
3,680
50
$203K 0.1%
1,910
1
2