MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
1-Year Return
7.67%
This Quarter Return
+6.55%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$78.1M
AUM Growth
–
Cap. Flow
+$78.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.04%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$16.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$11.7M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$5.56M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.54M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.63% |
| 2 | Financials | 2.14% |
| 3 | Technology | 1.82% |
| 4 | Energy | 0.44% |
