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
$545M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$964K
3 +$844K
4
INTC icon
Intel
INTC
+$631K
5
T icon
AT&T
T
+$623K

Top Sells

1 +$12.8M
2 +$7.25M
3 +$5.34M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.89M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.75M

Sector Composition

1 Technology 17.05%
2 Financials 14.25%
3 Consumer Discretionary 13.84%
4 Healthcare 11.2%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,415