MIA
MainStreet Investment Advisors Portfolio holdings
AUM
$723M
This Quarter Return
+5.79%
1 Year Return
+14.13%
3 Year Return
+48.12%
5 Year Return
+83.96%
10 Year Return
–
AUM
$653M
AUM Growth
–
Cap. Flow
+$653M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.77%
Holding
161
New
161
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$69.6M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$60.9M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$34.4M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$29.4M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$28.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.42% |
| 2 | Technology | 8.67% |
| 3 | Consumer Discretionary | 8.25% |
| 4 | Industrials | 8.13% |
| 5 | Healthcare | 7.66% |
