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
$817M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$10.6M
3
+$7.08M
4
PANW icon
Palo Alto Networks
PANW
+$4.15M
5
WMT icon
Walmart
WMT
+$3.18M

Top Sells

1
+$9.07M
2
+$7.76M
3
+$6.17M
4
ABBV icon
AbbVie
ABBV
+$5.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.18M

Sector Composition

1 Technology 20.09%
2 Financials 9.76%
3 Industrials 9.31%
4 Consumer Discretionary 7.82%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$416K 0.05%
1,022
-843
127
$412K 0.05%
4,149
-101
128
$399K 0.05%
5,296
+126
129
$398K 0.05%
+5,480
130
$392K 0.05%
8,565
131
$386K 0.05%
1,770
-475
132
$370K 0.05%
5,236
+230
133
$368K 0.05%
6,938
-968
134
$366K 0.04%
1,433
+191
135
$366K 0.04%
673
-25
136
$366K 0.04%
7,524
+324
137
$360K 0.04%
+1,818
138
$317K 0.04%
1,440
139
$313K 0.04%
1,255
140
$309K 0.04%
8,090
+702
141
$305K 0.04%
9,471
+682
142
$303K 0.04%
5,718
+1,195
143
$293K 0.04%
2,007
+527
144
$267K 0.03%
2,656
-1,918
145
$266K 0.03%
3,447
-2,264
146
$264K 0.03%
723
147
$249K 0.03%
4,134
-1,241
148
$247K 0.03%
2,045
-1,985
149
$247K 0.03%
+1,171
150
$245K 0.03%
3,275
4 5
6
7 8