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
76
$65.3K 0.05%
+1,797
77
$64.6K 0.05%
+2,502
78
$64.6K 0.05%
+13
79
$64.4K 0.05%
+340
80
$63.5K 0.05%
+858
81
$61K 0.04%
+505
82
$60.5K 0.04%
+2,779
83
$59.1K 0.04%
+310
84
$56.4K 0.04%
+511
85
$55.1K 0.04%
+152
86
$54.4K 0.04%
+700
87
$54.3K 0.04%
+104
88
$54K 0.04%
+237
89
$51.1K 0.04%
+100
90
$50.1K 0.04%
+244
91
$47.4K 0.03%
+92
92
$46.3K 0.03%
+205
93
$44.3K 0.03%
+618
94
$43K 0.03%
+180
95
$42.1K 0.03%
+395
96
$41.1K 0.03%
+364
97
$40.7K 0.03%
+101
98
$39.5K 0.03%
+367
99
$37.3K 0.03%
+2,290
100
$34K 0.02%
+289
2 3
4
5 6