MSG

Main Street Group Portfolio holdings

AUM $341M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1 +$34.6M
2 +$31.7M
3 +$17.4M
4
MSFT icon
Microsoft
MSFT
+$9.55M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Financials 1.49%
3 Consumer Discretionary 1.38%
4 Consumer Staples 1.34%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.8K 0.01%
+400
227
$28.6K 0.01%
+159
228
$28.6K 0.01%
+277
229
$28.4K 0.01%
+95
230
$28.4K 0.01%
+8
231
$28.4K 0.01%
+304
232
$27.9K 0.01%
+2,453
233
$27.8K 0.01%
+290
234
$27.7K 0.01%
+208
235
$27.5K 0.01%
+790
236
$27.4K 0.01%
+236
237
$27K 0.01%
+186
238
$27K 0.01%
+439
239
$26.3K 0.01%
+330
240
$26K 0.01%
+183
241
$26K 0.01%
+600
242
$25.7K 0.01%
+117
243
$25.5K 0.01%
+360
244
$25.2K 0.01%
+627
245
$25.2K 0.01%
+135
246
$24.6K 0.01%
+270
247
$24.4K 0.01%
+94
248
$24.1K 0.01%
+1,000
249
$23.8K 0.01%
+120
250
$23.7K 0.01%
+112