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
$1.15B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$14M
3
+$13M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$8.01M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.19M

Top Sells

1
+$5.72M
2
+$5.63M
3
+$5.23M
4
MSFT icon
Microsoft
MSFT
+$5.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.53M

Sector Composition

1 Technology 7.81%
2 Industrials 4.44%
3 Consumer Discretionary 4.18%
4 Financials 3.79%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
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