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
$104M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$351K
3
+$222K
4
META icon
Meta Platforms (Facebook)
META
+$201K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$180K

Top Sells

1
+$1.56M
2
+$993K
3
+$643K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$616K
5
PGR icon
Progressive
PGR
+$423K

Sector Composition

1 Financials 10.49%
2 Consumer Staples 9.24%
3 Healthcare 8.91%
4 Industrials 7.73%
5 Technology 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.19%
+1,196
52
– –
-1,831
53
– –
-2,162
54
– –
-4,460
55
– –
-5,276
56
– –
-11,703
57
– –
-12,604
58
– –
-2,411
59
– –
-50,181
60
– –
-6,987
1 2
3