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
$127M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$359K
3
+$235K
4
NVDA icon
NVIDIA
NVDA
+$228K
5
MAR icon
Marriott International
MAR
+$226K

Top Sells

1
+$1.52M
2
+$183K
3
+$118K
4
IAU icon
iShares Gold Trust
IAU
+$45.7K
5
SBUX icon
Starbucks
SBUX
+$42.8K

Sector Composition

1 Financials 13.83%
2 Consumer Staples 11.18%
3 Healthcare 8.4%
4 Industrials 7.68%
5 Technology 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.48%
34,832
+1,334
27
$1.84M 1.45%
12,583
+917
28
$1.83M 1.44%
16,041
+749
29
$1.83M 1.44%
19,343
+952
30
$1.77M 1.39%
30,325
+1,482
31
$1.77M 1.39%
10,509
+776
32
$1.76M 1.38%
20,682
+1,045
33
$1.74M 1.37%
8,709
+489
34
$1.71M 1.35%
33,836
+2,256
35
$1.71M 1.34%
35,595
+3,663
36
$1.69M 1.33%
33,895
+1,974
37
$1.69M 1.33%
31,928
+2,032
38
$1.65M 1.3%
5,108
-566
39
$1.64M 1.29%
22,656
+1,671
40
$1.56M 1.23%
+41,181
41
$1.32M 1.04%
18,858
+1,959
42
$1.29M 1.02%
34,734
+132
43
$751K 0.59%
2,333
44
$685K 0.54%
10,589
+752
45
$584K 0.46%
9,640
46
$567K 0.45%
10,411
+820
47
$489K 0.39%
3,100
48
$464K 0.37%
2,832
49
$423K 0.33%
5,748
50
$317K 0.25%
2,272
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2
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