MCA

Midwest Capital Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 17.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.34M
3
+$3.89M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.7M
5
IAU icon
iShares Gold Trust
IAU
+$1.95M

Top Sells

1
+$7.36M
2
+$5.96M
3
+$1.65M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.15M

Sector Composition

1 Technology 1.08%
2 Healthcare 0.43%
3 Utilities 0.31%
4 Consumer Discretionary 0.27%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.8K 0.04%
153
+1
77
$71.5K 0.03%
119
+19
78
$70.2K 0.03%
325
79
$68.7K 0.03%
273
80
$66.5K 0.03%
858
81
$65.5K 0.03%
405
82
$65.1K 0.03%
389
83
$56.8K 0.03%
180
84
$56K 0.03%
237
85
$51.7K 0.02%
82
86
$50.9K 0.02%
380
87
$49.2K 0.02%
367
+1
88
$47.1K 0.02%
700
89
$46.7K 0.02%
618
90
$46.5K 0.02%
104
91
$45.8K 0.02%
370
+3
92
$45.4K 0.02%
+312
93
$43.2K 0.02%
218
94
$43.1K 0.02%
512
95
$39.6K 0.02%
101
96
$39.5K 0.02%
2,290
97
$35.1K 0.02%
788
98
$33.4K 0.02%
31
99
$32.6K 0.02%
119
100
$32.2K 0.02%
500
2 3
4
5 6