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
101
$33.6K 0.02%
+302
102
$33.3K 0.02%
+788
103
$33.2K 0.02%
+414
104
$32.7K 0.02%
+389
105
$28.7K 0.02%
+500
106
$27.9K 0.02%
+119
107
$27.7K 0.02%
+96
108
$27.4K 0.02%
+380
109
$26.5K 0.02%
+266
110
$26.4K 0.02%
+919
111
$26.2K 0.02%
+77
112
$26K 0.02%
+540
113
$26K 0.02%
+261
114
$23.6K 0.02%
+93
115
$23.2K 0.02%
+287
116
$23K 0.02%
+712
117
$22.9K 0.02%
+183
118
$22.3K 0.02%
+105
119
$22.2K 0.02%
+284
120
$21.5K 0.02%
+290
121
$21.2K 0.02%
+533
122
$19.6K 0.01%
+100
123
$19.5K 0.01%
+31
124
$19.3K 0.01%
+156
125
$19.3K 0.01%
+310
3 4
5
6 7