MCG

MACRO Consulting Group Portfolio holdings

AUM $194M
1-Year Est. Return 33.1%
This Quarter Est. Return
1 Year Est. Return
+33.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$968K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$693K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$428K
5
AAPL icon
Apple
AAPL
+$322K

Top Sells

1
+$2.04M
2
+$1.65M
3
+$689K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$501K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$475K

Sector Composition

1 Financials 14.27%
2 Consumer Staples 10.75%
3 Healthcare 8.15%
4 Industrials 7.35%
5 Technology 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.44%
5,674
-158
27
$1.69M 1.44%
33,498
+624
28
$1.66M 1.42%
28,843
+316
29
$1.66M 1.41%
3,719
+70
30
$1.65M 1.4%
29,896
+410
31
$1.62M 1.38%
20,985
+247
32
$1.6M 1.36%
18,391
+235
33
$1.59M 1.36%
9,733
+153
34
$1.58M 1.35%
31,932
+553
35
$1.57M 1.34%
9,684
+112
36
$1.52M 1.3%
52,500
37
$1.51M 1.29%
11,666
+158
38
$1.49M 1.27%
19,637
+256
39
$1.43M 1.22%
31,580
+984
40
$1.3M 1.11%
31,921
+645
41
$1.2M 1.02%
+16,899
42
$1.18M 1%
+34,602
43
$702K 0.6%
9,837
+387
44
$693K 0.59%
+2,333
45
$562K 0.48%
9,640
46
$458K 0.39%
9,591
+298
47
$431K 0.37%
3,100
48
$428K 0.36%
+2,832
49
$322K 0.27%
+5,748
50
$299K 0.25%
+1,291
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