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