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
76
$61.1K 0.03%
700
77
$60.6K 0.03%
273
78
$59.9K 0.03%
340
79
$59K 0.03%
152
80
$57.5K 0.03%
405
-100
81
$56.5K 0.03%
104
82
$55.2K 0.03%
100
83
$54.5K 0.03%
237
84
$52.5K 0.03%
1,966
-338
85
$52.1K 0.03%
180
86
$49.8K 0.03%
366
+1
87
$47.9K 0.03%
389
88
$47.7K 0.03%
205
89
$45K 0.02%
82
90
$45K 0.02%
101
91
$43.3K 0.02%
367
92
$42.9K 0.02%
618
93
$42.1K 0.02%
244
94
$39.6K 0.02%
512
+1
95
$38.4K 0.02%
2,290
96
$37K 0.02%
380
97
$32.4K 0.02%
788
98
$32.1K 0.02%
119
99
$31.3K 0.02%
252
100
$30.8K 0.02%
500
2 3
4
5 6