MIA

MainStreet Investment Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$1.98M
3 +$1.53M
4
HON icon
Honeywell
HON
+$968K
5
BLK icon
Blackrock
BLK
+$906K

Top Sells

1 +$1.66M
2 +$442K
3 +$420K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$371K
5
WR
Westar Energy Inc
WR
+$353K

Sector Composition

1 Technology 9.53%
2 Financials 9.36%
3 Consumer Discretionary 8.43%
4 Industrials 7.81%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$344K 0.05%
6,553
+685
127
$331K 0.05%
4,764
-233
128
$326K 0.05%
2,443
+26
129
$306K 0.04%
1,841
+46
130
$305K 0.04%
2,180
-30
131
$305K 0.04%
2,909
+456
132
$293K 0.04%
2,038
-150
133
$287K 0.04%
6,046
134
$279K 0.04%
1,514
+68
135
$276K 0.04%
2,040
136
$276K 0.04%
1,770
-470
137
$276K 0.04%
14,300
138
$273K 0.04%
1,733
-205
139
$269K 0.04%
1,700
140
$268K 0.04%
+1,092
141
$260K 0.04%
9,453
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142
$258K 0.04%
6,015
-761
143
$253K 0.04%
822
-72
144
$251K 0.04%
4,970
+514
145
$246K 0.04%
10,000
146
$241K 0.03%
8,750
147
$239K 0.03%
881
-187
148
$234K 0.03%
7,629
+25
149
$233K 0.03%
4,610
150
$232K 0.03%
7,645
+100