MCM

Mainstream Capital Management Portfolio holdings

AUM $150M
1-Year Est. Return 22.41%
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.23M
3
+$6.21M
4
META icon
Meta Platforms (Facebook)
META
+$4.66M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 13.03%
3 Communication Services 11.13%
4 Financials 7.04%
5 Consumer Staples 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.23%
+4,861
77
$266K 0.23%
+1,618
78
$265K 0.23%
+8,200
79
$253K 0.22%
+5,570
80
$238K 0.2%
+269
81
$230K 0.2%
+9,612
82
$230K 0.2%
+1,845
83
$201K 0.17%
+5,340
84
$126K 0.11%
+12,047
1 2 3
4