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
101
$27.8K 0.01%
31
102
$27.6K 0.01%
1,078
-30,791
103
$26.7K 0.01%
513
104
$26.4K 0.01%
77
105
$25K 0.01%
105
106
$24.7K 0.01%
544
-1,131
107
$23.4K 0.01%
302
+4
108
$23.4K 0.01%
287
109
$23.2K 0.01%
712
110
$23K 0.01%
93
111
$22.9K 0.01%
45
112
$22.7K 0.01%
290
113
$21.9K 0.01%
310
114
$21.6K 0.01%
240
115
$21.5K 0.01%
533
116
$21.3K 0.01%
85
117
$20.8K 0.01%
156
118
$20.7K 0.01%
261
119
$20.6K 0.01%
700
120
$20.5K 0.01%
100
121
$20.4K 0.01%
36
122
$20.4K 0.01%
+333
123
$20.2K 0.01%
195
124
$20.2K 0.01%
919
125
$19.5K 0.01%
76
3 4
5
6 7