MEG

Millstone Evans Group Portfolio holdings

AUM $157M
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$414K
3 +$288K
4
AAPL icon
Apple
AAPL
+$164K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$153K

Top Sells

1 +$303K
2 +$290K
3 +$221K
4
MSFT icon
Microsoft
MSFT
+$175K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$137K

Sector Composition

1 Technology 26.59%
2 Financials 12.6%
3 Healthcare 7.74%
4 Industrials 6.21%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$12.7K 0.01%
239
+186
502
$12.7K 0.01%
102
+62
503
$12.6K 0.01%
276
504
$12.6K 0.01%
113
505
$12.5K 0.01%
240
506
$12.3K 0.01%
+13
507
$12K 0.01%
271
508
$11.8K 0.01%
729
+387
509
$11.7K 0.01%
303
510
$11.5K 0.01%
226
511
$11.3K 0.01%
215
512
$11.2K 0.01%
463
+342
513
$11.1K 0.01%
299
514
$10.7K 0.01%
100
515
$10.6K 0.01%
1,600
516
$10.4K 0.01%
241
517
$10.3K 0.01%
97
518
$10.2K 0.01%
142
519
$10.2K 0.01%
500
520
$10.1K 0.01%
+231
521
$10.1K 0.01%
96
-28
522
$10K 0.01%
276
523
$9.97K 0.01%
128
524
$9.96K 0.01%
154
525
$9.88K 0.01%
66