MM

Main Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$867M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$40.4M
2 +$29.8M
3 +$21.4M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$13.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.1M

Top Sells

1 +$18.9M
2 +$18M
3 +$15.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.1M

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-269,800
152
-15,000
153
-106