MECA
Miller Equity Capital Advisors Portfolio holdings
AUM
$1.45M
This Quarter Return
-4.14%
1 Year Return
+7.67%
3 Year Return
+23.65%
5 Year Return
+105.95%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(-2.1%)
Cap. Flow
+$4.42M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
61.13%
Holding
50
New
–
Increased
10
Reduced
6
Closed
1
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.8M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.77M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$1.15M |
| 4 |
Williams Companies
WMB
|
$163K |
| 5 |
Vanguard Total Bond Market
BND
|
$94.3K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$203K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$183K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$135K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$54.2K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$46.2K |
Sector Composition
| 1 | Technology | 6.96% |
| 2 | Financials | 4.69% |
| 3 | Consumer Staples | 3.32% |
| 4 | Consumer Discretionary | 3.31% |
| 5 | Industrials | 2.43% |
