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
251
$23.3K 0.01%
+225
252
$23.3K 0.01%
+85
253
$23.3K 0.01%
+272
254
$23.2K 0.01%
+177
255
$23.1K 0.01%
+76
256
$23.1K 0.01%
+170
257
$22.9K 0.01%
+75
258
$22.8K 0.01%
+372
259
$22.4K 0.01%
+150
260
$22.3K 0.01%
+42
261
$22.2K 0.01%
+156
262
$22.2K 0.01%
+730
263
$22K 0.01%
+57
264
$21.9K 0.01%
+345
265
$21.8K 0.01%
+280
266
$21.7K 0.01%
+980
267
$21.5K 0.01%
+154
268
$21.5K 0.01%
+908
269
$21.4K 0.01%
+52
270
$21.4K 0.01%
+82
271
$21.3K 0.01%
+912
272
$20.4K 0.01%
+131
273
$20.4K 0.01%
+600
274
$20.4K 0.01%
+60
275
$20.3K 0.01%
+225