MEG
Millstone Evans Group Portfolio holdings
AUM
$147M
This Quarter Return
-2.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$697K
(+0.48%)
Cap. Flow
+$5.74M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
37.07%
Holding
813
New
81
Increased
113
Reduced
74
Closed
16
Top Buys
| 1 |
Oracle
ORCL
|
$3.97M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$414K |
| 3 |
First Busey Corp
BUSE
|
$288K |
| 4 |
Apple
AAPL
|
$164K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$153K |
Top Sells
Sector Composition
| 1 | Technology | 26.59% |
| 2 | Financials | 12.6% |
| 3 | Healthcare | 7.74% |
| 4 | Industrials | 6.21% |
| 5 | Consumer Staples | 4.47% |
