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
$1.38B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$8.62M
3
+$8.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.21M
5
AAPL icon
Apple
AAPL
+$4.56M

Top Sells

1
+$2.45M
2
+$2.18M
3
+$1.32M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.32M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.18M

Sector Composition

1 Technology 10.27%
2 Consumer Discretionary 4.91%
3 Industrials 4.04%
4 Financials 3.64%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$349K 0.03%
1,393
+49
427
$348K 0.03%
7,096
-150
428
$348K 0.03%
6,624
+353
429
$346K 0.03%
7,418
430
$343K 0.02%
+13,496
431
$338K 0.02%
7,886
432
$337K 0.02%
1,263
-3
433
$337K 0.02%
12,237
+145
434
$336K 0.02%
6,423
-268
435
$334K 0.02%
6,659
-23
436
$334K 0.02%
4,000
437
$320K 0.02%
6,665
-397
438
$320K 0.02%
6,300
439
$316K 0.02%
1,391
+4
440
$316K 0.02%
752
-1
441
$308K 0.02%
+5,126
442
$306K 0.02%
7,128
-320
443
$306K 0.02%
10,382
-850
444
$305K 0.02%
4,427
+480
445
$304K 0.02%
11,390
+2,312
446
$303K 0.02%
+26,840
447
$301K 0.02%
7,334
448
$301K 0.02%
1,080
+58
449
$301K 0.02%
1,124
+306
450
$300K 0.02%
685
+3
16 17
18
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