MCA

Midwest Capital Advisors Portfolio holdings

AUM $190M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$15.1M
3
+$14.2M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$6.62M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$5.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.25%
2 Consumer Discretionary 0.44%
3 Utilities 0.41%
4 Healthcare 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.15%
+900
52
$203K 0.15%
+1,589
53
$182K 0.13%
+236
54
$164K 0.12%
+430
55
$160K 0.12%
+1,812
56
$157K 0.11%
+1,576
57
$151K 0.11%
+603
58
$150K 0.11%
+6,613
59
$148K 0.11%
+1,631
60
$145K 0.11%
+344
61
$120K 0.09%
+2,798
62
$117K 0.09%
+905
63
$108K 0.08%
+896
64
$108K 0.08%
+2,435
65
$105K 0.08%
+1,176
66
$103K 0.08%
+1,964
67
$101K 0.07%
+624
68
$90.8K 0.07%
+414
69
$87.3K 0.06%
+2,000
70
$73.6K 0.05%
+985
71
$73.3K 0.05%
+363
72
$72.9K 0.05%
+1,868
73
$71.8K 0.05%
+949
74
$68.8K 0.05%
+1,802
75
$67.5K 0.05%
+273
1 2
3
4 5