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
$172M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$631K
2 +$619K
3 +$463K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$323K
5
GS icon
Goldman Sachs
GS
+$275K

Top Sells

1 +$7.37M
2 +$4.9M
3 +$868K
4
MO icon
Altria Group
MO
+$609K
5
PSX icon
Phillips 66
PSX
+$581K

Sector Composition

1 Financials 11.22%
2 Consumer Staples 7.48%
3 Healthcare 6.31%
4 Industrials 6.3%
5 Technology 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.13%
+2,984
102
$205K 0.12%
+2,250
103
-10,455