MEG
Millstone Evans Group Portfolio holdings
AUM
$157M
1-Year Est. Return
22.46%
1 Year Est. Return
+22.46%
AUM
$157M
AUM Growth
+$10.7M
(+7.3%)
Holding
851
Top Buys
| 1 | +$308K | |
| 2 | +$205K | |
| 3 | +$174K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$150K |
| 5 |
AXS Change Finance ESG ETF
CHGX
|
+$128K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$636K | |
| 3 | +$409K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$333K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$255K |
Sector Composition
| 1 | Technology | 32.97% |
| 2 | Financials | 12.96% |
| 3 | Industrials | 7.17% |
| 4 | Healthcare | 7.09% |
| 5 | Communication Services | 4.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Invitation Homes
INVH
$16.6B
| – | – |
-501
|
|