MCTIC

MacGuire Cheswick & Tuttle Investment Counsel Portfolio holdings

AUM $477M
1-Year Est. Return 1.21%
This Quarter Est. Return
1 Year Est. Return
+1.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$4.8M
3 +$3.29M
4
PAY
Verifone Systems Inc
PAY
+$1.83M
5
BABA icon
Alibaba
BABA
+$1.59M

Top Sells

1 +$10.1M
2 +$9.03M
3 +$5M
4
JPM.WS
JPMorgan Chase
JPM.WS
+$4.29M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.59M

Sector Composition

1 Healthcare 17.07%
2 Consumer Discretionary 12.64%
3 Financials 12.3%
4 Technology 12.03%
5 Industrials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,350