MCM

Mainstream Capital Management Portfolio holdings

AUM $138M
1-Year Est. Return 19.04%
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$600K
3
+$578K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$287K
5
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$260K

Top Sells

1
+$516K
2
+$161K
3
+$147K
4
BA icon
Boeing
BA
+$131K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129K

Sector Composition

1 Technology 16.04%
2 Consumer Discretionary 12.49%
3 Communication Services 10.18%
4 Financials 6.49%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$122K 0.09%
+360
102
$115K 0.08%
+1,362
103
$115K 0.08%
+296
104
$110K 0.08%
+2,271
105
$109K 0.08%
+6,000
106
$105K 0.07%
+1,894
107
$105K 0.07%
+1,237
108
$101K 0.07%
+2,400
109
$100K 0.07%
+1,126
110
$99.3K 0.07%
+1,750
111
$98.9K 0.07%
+2,069
112
$96.9K 0.07%
+441
113
$96.2K 0.07%
+1,123
114
$93.6K 0.07%
+1,700
115
$88.5K 0.06%
+531
116
$86.7K 0.06%
+269
117
$85.2K 0.06%
+435
118
$78.4K 0.06%
+536
119
$77.6K 0.05%
+1,330
120
$74.2K 0.05%
+873
121
$72.8K 0.05%
+207
122
$68.3K 0.05%
+182
123
$68.2K 0.05%
+2,296
124
$66.9K 0.05%
+395
125
$65.2K 0.05%
+600
3 4
5
6 7