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MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
1-Year Est. Return
7.67%
This Fund
S&P 500
This Quarter
Est. Return
-4.13%
1 Year Est. Return
+7.67%
3 Year Est. Return
+23.65%
5 Year Est. Return
+105.94%
10 Year Est. Return
–
AUM
$1.45M
AUM Growth
-$261M
(-99%)
Cap. Flow
-$260M
Cap. Flow
% of AUM
-17,978.85%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
56
New
–
Increased
–
Reduced
5
Closed
51
Top Buys
No buys this quarter
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
+$69.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$14.9M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$13.4M |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$13M |
| 5 |
Vanguard Total Bond Market
BND
|
+$11M |
Sector Composition
| 1 | Technology | 18.12% |
| 2 | Energy | 15.04% |
| 3 | Consumer Discretionary | 0% |
| 4 | Industrials | 0% |
| 5 | Utilities | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Large-Cap ETF
VV
$52.8B
| – | – |
-48,053
| Closed | -$13M |
|
52
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| – | – |
-5,822
| Closed | -$256K |
|
53
Vanguard Total International Stock ETF
VXUS
$155B
| – | – |
-42,199
| Closed | -$2.49M |
|
54
Vanguard High Dividend Yield ETF
VYM
$80.2B
| – | – |
-1,910
| Closed | -$244K |
|
55
Walmart Inc
WMT
$912B
| – | – |
-48,456
| Closed | -$4.38M |
|
56
ExxonMobil
XOM
$601B
| – | – |
-2,151
| Closed | -$231K |
|
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