MEG

Millstone Evans Group Portfolio holdings

AUM $147M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$10.8M
3 +$6.76M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.18%
2 Financials 12.54%
3 Healthcare 7.53%
4 Industrials 6.29%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$75.6K 0.05%
+5,000
227
$75.2K 0.05%
+827
228
$74.9K 0.05%
+2,306
229
$74.2K 0.05%
+1,309
230
$73.1K 0.05%
+630
231
$72.9K 0.05%
+3,634
232
$71.9K 0.05%
+417
233
$69.7K 0.05%
+300
234
$69.5K 0.05%
+208
235
$69.3K 0.05%
+400
236
$69K 0.05%
+1,045
237
$68K 0.05%
+1,391
238
$67.9K 0.05%
+439
239
$67.8K 0.05%
+416
240
$67.3K 0.05%
+890
241
$67.2K 0.05%
+265
242
$67K 0.05%
+190
243
$65.9K 0.04%
+1,390
244
$64.8K 0.04%
+1,085
245
$64.6K 0.04%
+455
246
$64.5K 0.04%
+840
247
$63.7K 0.04%
+958
248
$63.5K 0.04%
+822
249
$63K 0.04%
+2,800
250
$61.8K 0.04%
+1,140