MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
This Quarter Return
+6.81%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+10%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
60.15%
Holding
50
New
–
Increased
10
Reduced
6
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$2.39M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.19M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.23M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$506K |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$249K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$139K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$112K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$81.5K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$69.1K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$6.92K |
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Financials | 4.55% |
| 3 | Consumer Discretionary | 3.59% |
| 4 | Consumer Staples | 3.13% |
| 5 | Industrials | 2.61% |
