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
$256M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$191K
3
+$77.1K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.6K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$54.7K

Top Sells

1
+$1.23M
2
+$290K
3
+$239K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$168K
5
VB icon
Vanguard Small-Cap ETF
VB
+$165K

Sector Composition

1 Technology 7.37%
2 Financials 5.26%
3 Consumer Staples 3.88%
4 Consumer Discretionary 3.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.09%
44,369
-3,800
27
$2.76M 1.08%
42,621
-750
28
$2.55M 0.99%
12,688
29
$2.45M 0.96%
9,430
30
$2.29M 0.89%
3,920
31
$2.24M 0.87%
48,970
32
$1.85M 0.72%
16,740
+495
33
$1.79M 0.7%
48,500
34
$1.66M 0.65%
11,250
35
$1.65M 0.64%
7,560
36
$1.53M 0.6%
9,107
37
$1.47M 0.57%
13,920
38
$1.43M 0.56%
126,800
39
$1.2M 0.47%
38,845
+6,195
40
$1.07M 0.42%
8,765
+400
41
$999K 0.39%
10,255
42
$961K 0.37%
8,879
43
$889K 0.35%
5,105
44
$824K 0.32%
51,336
45
$734K 0.29%
21,420
+1,650
46
$564K 0.22%
2,677
47
$524K 0.2%
10,420
48
$497K 0.19%
6,315
-155
49
$384K 0.15%
8,022
50
$300K 0.12%
2,050
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