MSFS

Main Street Financial Solutions Portfolio holdings

AUM $1.33B
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$12.7M
3 +$12.1M
4
AMZN icon
Amazon
AMZN
+$9.72M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.85%
2 Consumer Discretionary 6.42%
3 Healthcare 3.32%
4 Consumer Staples 3.24%
5 Financials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$22K ﹤0.01%
+10,000
377
$6K ﹤0.01%
+1,200