MCA

Midwest Capital Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 17.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.2M
3
+$5.16M
4
BIDD
iShares International Dividend Active ETF
BIDD
+$4.6M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.51M

Top Sells

1
+$8.39M
2
+$5.05M
3
+$1.86M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$1.04M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$789K

Sector Composition

1 Technology 1%
2 Healthcare 0.5%
3 Utilities 0.32%
4 Consumer Discretionary 0.29%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$184K 0.1%
236
-40
52
$174K 0.09%
3,655
-21,971
53
$173K 0.09%
1,576
54
$172K 0.09%
345
55
$162K 0.09%
2,609
-1,240
56
$154K 0.08%
6,613
57
$145K 0.08%
706
58
$130K 0.07%
2,638
-4,258
59
$126K 0.07%
2,800
+1
60
$121K 0.06%
1,375
-3,480
61
$120K 0.06%
905
62
$118K 0.06%
1,176
63
$117K 0.06%
2,408
64
$116K 0.06%
489
-1,126
65
$113K 0.06%
514
66
$111K 0.06%
896
67
$102K 0.05%
430
68
$92.3K 0.05%
520
-40
69
$89.4K 0.05%
2,000
70
$83.1K 0.04%
363
71
$79.2K 0.04%
886
72
$75.3K 0.04%
13
73
$72.3K 0.04%
1,870
+1
74
$71K 0.04%
432
-87
75
$61.2K 0.03%
858
1 2
3
4 5