MCAI

Members Capital Advisors Inc Portfolio holdings

AUM $87M
1-Year Est. Return 1.4%
This Quarter Est. Return
1 Year Est. Return
+1.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$4.36M
3 +$3.18M
4
AVGO icon
Broadcom
AVGO
+$2.61M
5
QCOM icon
Qualcomm
QCOM
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Financials 34.16%
2 Technology 16.3%
3 Consumer Staples 12.35%
4 Industrials 8.93%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.19%
+3,090
52
$136K 0.13%
+6,317