MSFS

Main Street Financial Solutions Portfolio holdings

AUM $1.56B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$15.9M
3 +$15.9M
4
GIS icon
General Mills
GIS
+$15.9M
5
IT icon
Gartner
IT
+$15.9M

Top Sells

1 +$4.04M
2 +$1.98M
3 +$1.7M
4
AMZN icon
Amazon
AMZN
+$1.43M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.22M

Sector Composition

1 Technology 13.07%
2 Healthcare 8.19%
3 Consumer Discretionary 7.21%
4 Consumer Staples 4.72%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$3K ﹤0.01%
4
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