MCAI

Members Capital Advisors Inc Portfolio holdings

AUM $86.7M
1-Year Est. Return 1.95%
This Quarter Est. Return
1 Year Est. Return
+1.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.9M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$50.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.87%
2 Technology 1.53%
3 Healthcare 1.14%
4 Industrials 0.46%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$126K 0.15%
3,061
27
$123K 0.14%
674
28
$116K 0.13%
449
29
$112K 0.13%
4,005