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
$152M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.03M
3
+$3.1M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.99M
5
JPM icon
JPMorgan Chase
JPM
+$1.89M

Top Sells

1
+$7.47M
2
+$1.13M
3
+$1.12M
4
DD icon
DuPont de Nemours
DD
+$629K
5
ABT icon
Abbott
ABT
+$596K

Sector Composition

1 Financials 10.55%
2 Consumer Staples 7.09%
3 Healthcare 6.41%
4 Industrials 6.39%
5 Technology 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,557
102
– –
-2,702
103
– –
-1,011
104
– –
-1,983
1 2 3 4
5