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
$229M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$770K
3 +$549K
4
AAPL icon
Apple
AAPL
+$349K
5
PM icon
Philip Morris
PM
+$335K

Top Sells

1 +$775K
2 +$569K
3 +$535K
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$504K
5
MSFT icon
Microsoft
MSFT
+$270K

Sector Composition

1 Technology 7.42%
2 Financials 3.06%
3 Consumer Staples 2.3%
4 Consumer Discretionary 2.04%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9.46K ﹤0.01%
81
+49
427
$9.43K ﹤0.01%
180
428
$9.26K ﹤0.01%
45
429
$9.18K ﹤0.01%
67
430
$9.17K ﹤0.01%
113
+1
431
$9.15K ﹤0.01%
63
+8
432
$9.05K ﹤0.01%
95
+4
433
$8.99K ﹤0.01%
192
434
$8.97K ﹤0.01%
100
435
$8.85K ﹤0.01%
298
436
$8.8K ﹤0.01%
255
+2
437
$8.79K ﹤0.01%
350
438
$8.71K ﹤0.01%
200
439
$8.68K ﹤0.01%
306
+165
440
$8.63K ﹤0.01%
71
441
$8.56K ﹤0.01%
+300
442
$8.55K ﹤0.01%
145
443
$8.47K ﹤0.01%
75
444
$8.33K ﹤0.01%
300
445
$8.25K ﹤0.01%
423
446
$8.24K ﹤0.01%
700
447
$8.09K ﹤0.01%
125
448
$8.04K ﹤0.01%
140
449
$8.04K ﹤0.01%
+228
450
$8.03K ﹤0.01%
500