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
$221M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.83M
3
+$1.06M
4
BND icon
Vanguard Total Bond Market
BND
+$577K
5
AMZN icon
Amazon
AMZN
+$274K

Top Sells

1
+$136K
2
+$134K
3
+$33.3K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7K
5
WMB icon
Williams Companies
WMB
+$13K

Sector Composition

1 Technology 7.01%
2 Financials 4.5%
3 Consumer Discretionary 3.37%
4 Consumer Staples 3.18%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.15%
48,456
+345
27
$2.53M 1.15%
16,952
28
$2.28M 1.03%
12,688
29
$2.08M 0.94%
9,430
30
$1.74M 0.79%
126,800
-244
31
$1.71M 0.77%
48,970
-374
32
$1.64M 0.74%
3,920
+30
33
$1.54M 0.69%
11,250
34
$1.47M 0.66%
48,500
35
$1.44M 0.65%
7,560
36
$1.36M 0.62%
9,407
+30
37
$1.31M 0.59%
13,920
38
$954K 0.43%
8,875
+1,325
39
$921K 0.42%
10,422
40
$881K 0.4%
8,879
41
$708K 0.32%
51,336
42
$700K 0.32%
5,105
43
$626K 0.28%
15,223
-795
44
$555K 0.25%
4,735
45
$486K 0.22%
6,315
-130
46
$455K 0.21%
2,677
47
$455K 0.21%
9,220
48
$281K 0.13%
3,680
49
$274K 0.12%
+1,805
50
$272K 0.12%
1,821
1
2
3