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MCA
Midwest Capital Advisors Portfolio holdings
AUM
$246M
1-Year Est. Return
23.17%
This Fund
S&P 500
This Quarter
Est. Return
+0.79%
1 Year Est. Return
+23.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
101.06%
Top 10 Holdings %
Top 10 Hldgs %
69.21%
Holding
191
New
191
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$28.8M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$15.4M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$14.2M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$7.01M |
| 5 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$5.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.25% |
| 2 | Consumer Discretionary | 0.44% |
| 3 | Utilities | 0.41% |
| 4 | Healthcare | 0.36% |
| 5 | Industrials | 0.3% |
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Midwest Capital Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Midwest Capital Advisors, which disclosed 191 positions worth $137M. Its ten largest holdings account for 69% of the portfolio.
Its largest position is Schwab US Large-Cap Growth ETF: 1,051,703 shares worth $29.3M.
By sector, the portfolio is most concentrated in Technology at 1.3% of assets, followed by Consumer Discretionary and Utilities.
- Midwest Capital Advisors's largest Q4 2024 buy was Schwab US Large-Cap Growth ETF: 1,051,703 shares worth $29.3M.
- Midwest Capital Advisors's ten largest holdings make up 69% of its $137M portfolio in Q4 2024.
- Midwest Capital Advisors disclosed 191 positions in Q4 2024, its first 13F filing on record.
Based on Midwest Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.