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
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
+$2.03M
2
+$1.71M
3
+$976K
4
BND icon
Vanguard Total Bond Market
BND
+$554K
5
AWK icon
American Water Works
AWK
+$259K

Top Sells

1
+$128K
2
+$125K
3
+$31.5K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$31.4K
5
WMB icon
Williams Companies
WMB
+$13.1K

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
51
$271K 0.12%
+2,050
52
$213K 0.1%
+1,910
1 2
3