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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
$774M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$31M
3
+$29.3M
4
ADSK icon
Autodesk
ADSK
+$22.4M
5
LOW icon
Lowe's Companies
LOW
+$21.2M

Top Sells

1
+$4.04M
2
+$2M
3
+$1.88M
4
AMZN icon
Amazon
AMZN
+$1.68M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$1.25M

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
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