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
101
$32.1K 0.02%
513
102
$31.5K 0.02%
244
103
$28.9K 0.01%
252
104
$28.3K 0.01%
1,051
-915
105
$26.7K 0.01%
77
106
$26K 0.01%
919
107
$26K 0.01%
85
108
$25.9K 0.01%
240
109
$25.8K 0.01%
105
110
$25.3K 0.01%
712
111
$24.7K 0.01%
538
+5
112
$24.3K 0.01%
93
113
$24.2K 0.01%
303
+1
114
$22.9K 0.01%
76
115
$22.6K 0.01%
290
116
$21.9K 0.01%
195
117
$21.9K 0.01%
261
118
$21.6K 0.01%
333
119
$21.6K 0.01%
100
120
$20.6K 0.01%
45
121
$20.6K 0.01%
310
122
$20.5K 0.01%
+235
123
$20.5K 0.01%
156
124
$20K 0.01%
708
+8
125
$19.1K 0.01%
56
3 4
5
6 7