MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
1-Year Est. Return
7.67%
1 Year Est. Return
+7.67%
AUM
$262M
AUM Growth
+$5.84M
(+2.3%)
Holding
56
Top Buys
| 1 | +$332K | |
| 2 | +$275K | |
| 3 | +$193K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$157K |
| 5 |
Vanguard Total Bond Market
BND
|
+$97.8K |
Top Sells
| 1 | +$950K | |
| 2 | +$276K | |
| 3 | +$186K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$96.9K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$79.4K |
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Financials | 5.02% |
| 3 | Consumer Discretionary | 4.11% |
| 4 | Consumer Staples | 4.05% |
| 5 | Industrials | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Intermediate-Term Bond ETF
BIV
$26.7B
| $277K | 0.11% |
3,705
+25
|
|
||
52
Chevron
CVX
$294B
| $264K | 0.1% |
1,821
|
|
||
|
53
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $256K | 0.1% |
5,822
-2,200
|
|
||
54
American Water Works
AWK
$25.9B
| $255K | 0.1% |
2,050
|
|
||
55
Vanguard High Dividend Yield ETF
VYM
$68.2B
| $244K | 0.09% |
1,910
|
|
||
56
Exxon Mobil
XOM
$484B
| $231K | 0.09% |
2,151
|
|