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

Top Buys

1
+$250K
2
+$186K
3
+$73.2K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$54.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$53.8K

Top Sells

1
+$1.19M
2
+$278K
3
+$229K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$159K
5
VB icon
Vanguard Small-Cap ETF
VB
+$158K

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
51
$292K 0.11%
1,565
-240
52
$288K 0.11%
3,680
53
$268K 0.1%
1,821
54
$260K 0.1%
+7,630
55
$252K 0.1%
2,151
56
$245K 0.1%
1,910
1 2
3