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
$144M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.35M
3
+$2.22M
4
SBUX icon
Starbucks
SBUX
+$1.71M
5
BND icon
Vanguard Total Bond Market
BND
+$1.06M

Top Sells

1
+$2.61M
2
+$1.34M
3
+$937K
4
WSBC icon
WesBanco
WSBC
+$871K
5
XOM icon
Exxon Mobil
XOM
+$833K

Sector Composition

1 Financials 10.53%
2 Consumer Staples 7.16%
3 Healthcare 7.05%
4 Industrials 6.25%
5 Technology 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,851
102
– –
-41,181
1 2 3 4
5