MCA

Midwest Capital Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$5.1M
3
+$3.55M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.19M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.55M

Top Sells

1
+$2.05M
2
+$1.42M
3
+$1.21M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.15M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$785K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.59%
3 Utilities 0.4%
4 Consumer Discretionary 0.34%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.8K 0.02%
500
102
$27.6K 0.02%
380
103
$26.9K 0.02%
77
104
$24.9K 0.02%
252
-50
105
$23.7K 0.01%
198
+15
106
$23.4K 0.01%
261
107
$23.1K 0.01%
93
108
$22.9K 0.01%
240
109
$22.2K 0.01%
310
110
$21.9K 0.01%
513
111
$21.5K 0.01%
533
112
$21.4K 0.01%
287
113
$21.4K 0.01%
919
114
$21.3K 0.01%
195
115
$21.2K 0.01%
36
116
$21.2K 0.01%
105
117
$21.1K 0.01%
45
118
$21.1K 0.01%
31
119
$21K 0.01%
290
120
$21K 0.01%
712
121
$20.9K 0.01%
298
+2
122
$20K 0.01%
700
123
$19.4K 0.01%
100
124
$19.3K 0.01%
540
125
$18.9K 0.01%
147
-1,442
3 4
5
6 7