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
$744M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$9.13M
2 +$2.57M
3 +$2.18M
4
LMT icon
Lockheed Martin
LMT
+$2M
5
MMM icon
3M
MMM
+$1.64M

Top Sells

1 +$4.05M
2 +$748K
3 +$596K
4
AMZN icon
Amazon
AMZN
+$579K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$507K

Sector Composition

1 Technology 9.68%
2 Financials 9.05%
3 Industrials 8.83%
4 Consumer Discretionary 8.68%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$358K 0.05%
2,380
+200
127
$357K 0.05%
3,164
-138
128
$356K 0.05%
12,774
-357
129
$355K 0.05%
6,535
-146
130
$354K 0.05%
+6,449
131
$352K 0.05%
4,672
-92
132
$351K 0.05%
2,355
133
$351K 0.05%
4,640
-210
134
$350K 0.05%
6,230
135
$343K 0.05%
9,710
+257
136
$331K 0.04%
2,828
-81
137
$326K 0.04%
1,574
+60
138
$320K 0.04%
1,707
-134
139
$318K 0.04%
2,038
140
$299K 0.04%
6,046
141
$299K 0.04%
14,300
142
$278K 0.04%
2,040
143
$276K 0.04%
950
+69
144
$273K 0.04%
1,679
-91
145
$270K 0.04%
6,234
+219
146
$269K 0.04%
1,638
-95
147
$248K 0.03%
4,650
+570
148
$238K 0.03%
7,504
-125
149
$234K 0.03%
3,775
-270
150
$234K 0.03%
+10,039