MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
1-Year Return
7.67%
This Quarter Return
+16.78%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$61.5M
AUM Growth
+$8.23M
(+15%)
Cap. Flow
-$376K
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
69.47%
Holding
36
New
–
Increased
13
Reduced
12
Closed
1
Top Buys
| 1 |
Texas Instruments
TXN
|
+$88.9K |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$38.8K |
| 3 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
+$37.3K |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$27.9K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$20.2K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$153K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$148K |
| 3 |
Apple
AAPL
|
+$108K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$87.7K |
| 5 |
Vanguard Value ETF
VTV
|
+$49K |
Sector Composition
| 1 | Consumer Staples | 2.95% |
| 2 | Technology | 2.2% |
| 3 | Financials | 1.52% |
| 4 | Energy | 0% |
