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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.24M
3
+$6.75M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.26M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.96%
2 Healthcare 9.04%
3 Consumer Staples 8.34%
4 Industrials 7.35%
5 Technology 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.23%
+2,162
52
$229K 0.22%
+4,460
53
$206K 0.2%
+4,528
54
$205K 0.2%
+12,604
55
$204K 0.2%
+1,831
56
$200K 0.2%
+798
57
$200K 0.2%
+6,987
1 2
3