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
$858M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$3.09M
3 +$1.95M
4
AAPL icon
Apple
AAPL
+$1.64M
5
IAU icon
iShares Gold Trust
IAU
+$1.55M

Sector Composition

1 Technology 17.06%
2 Financials 9.37%
3 Industrials 9.21%
4 Healthcare 8.92%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$210K 0.02%
7,931
-14
177
$206K 0.02%
2,260
178
$200K 0.02%
10,868
-559
179
$162K 0.02%
10,762
-2,584
180
-2,599