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
$254M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$1.73M
3 +$1.58M
4
IBM icon
IBM
IBM
+$1.46M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.26M

Sector Composition

1 Technology 7.5%
2 Financials 2.31%
3 Consumer Staples 1.91%
4 Consumer Discretionary 1.56%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$18.9K 0.01%
345
302
$18.3K 0.01%
183
303
$18.1K 0.01%
320
304
$17.6K 0.01%
350
305
$17.5K 0.01%
633
+3
306
$17.5K 0.01%
240
307
$17.4K 0.01%
1,084
+250
308
$17.3K 0.01%
86
-61
309
$17.2K 0.01%
35
310
$17.2K 0.01%
107
+40
311
$17.1K 0.01%
378
312
$16.6K 0.01%
370
+100
313
$16.6K 0.01%
403
314
$16.6K 0.01%
184
+49
315
$16.6K 0.01%
125
-25
316
$16.5K 0.01%
78
317
$16.4K 0.01%
504
+206
318
$16.1K 0.01%
142
319
$16.1K 0.01%
96
320
$16K 0.01%
1,228
321
$16K 0.01%
325
322
$15.8K 0.01%
116
323
$15.6K 0.01%
266
324
$15.4K 0.01%
850
325
$15.4K 0.01%
4,187