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
726
$0 ﹤0.01%
+1,150
727
$0 ﹤0.01%
+100
728
$0 ﹤0.01%
+9,622
729
$0 ﹤0.01%
+321
730
$0 ﹤0.01%
+5,555
731
$0 ﹤0.01%
+50,000
732
$0 ﹤0.01%
+300