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
$66.4M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$748K
3
+$547K
4
PGR icon
Progressive
PGR
+$407K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$383K

Top Sells

1
+$3.5M
2
+$1.12M
3
+$390K

Sector Composition

1 Consumer Staples 3.31%
2 Technology 2.86%
3 Financials 2.7%
4 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.9M 14.92%
58,151
+80
2
$9.79M 14.75%
193,966
-69,275
3
$4.68M 7.05%
56,300
+2,335
4
$4.36M 6.57%
83,553
-7,480
5
$2.44M 3.68%
56,495
-25,830
6
$2.2M 3.31%
7,050
+945
7
$2.19M 3.3%
24,817
+1,320
8
$2.14M 3.23%
9,125
+45
9
$2.12M 3.19%
13,756
+4,864
10
$1.96M 2.95%
9,595
+1,070
11
$1.74M 2.62%
16,667
12
$1.65M 2.48%
16,175
+860
13
$1.47M 2.22%
4,145
+200
14
$1.33M 2%
11,992
15
$1.22M 1.84%
8,554
+700
16
$1.17M 1.76%
5,500
+1,500
17
$1.14M 1.72%
13,070
18
$1.1M 1.66%
6,750
+30
19
$1.1M 1.65%
7,580
+1,355
20
$1.02M 1.54%
7,577
+690
21
$945K 1.42%
+3,400
22
$943K 1.42%
9,302
23
$927K 1.4%
5,261
+2,173
24
$918K 1.38%
15,685
+1,650
25
$874K 1.32%
13,920
1
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