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
$207M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$6.49M
2 +$4.52M
3 +$4.21M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$4.14M
5
IAU icon
iShares Gold Trust
IAU
+$2.17M

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
FIS icon
126
Fidelity National Information Services
FIS
$32.8B
$18.9K 0.01%
287
AFL icon
127
Aflac
AFL
$57.4B
$18.7K 0.01%
167
ROST icon
128
Ross Stores
ROST
$62.2B
$18.3K 0.01%
120
ROP icon
129
Roper Technologies
ROP
$44.8B
$18K 0.01%
36
HD icon
130
Home Depot
HD
$378B
$17.9K 0.01%
44
HACK icon
131
Amplify Cybersecurity ETF
HACK
$2.07B
$17.8K 0.01%
205
ESGV icon
132
Vanguard ESG US Stock ETF
ESGV
$12B
$17.5K 0.01%
147
SPGM icon
133
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.37B
$17.1K 0.01%
229
PEG icon
134
Public Service Enterprise Group
PEG
$39.6B
$16.8K 0.01%
201
VIOO icon
135
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.33B
$16.6K 0.01%
150
FNDX icon
136
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$16.5K 0.01%
+626
META icon
137
Meta Platforms (Facebook)
META
$1.56T
$16.2K 0.01%
22
+1
RSPF icon
138
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$309M
$15.6K 0.01%
201
+1
VRSK icon
139
Verisk Analytics
VRSK
$30.7B
$15.6K 0.01%
62
WEC icon
140
WEC Energy
WEC
$35.3B
$15.6K 0.01%
136
PSX icon
141
Phillips 66
PSX
$55.7B
$15.5K 0.01%
114
GS icon
142
Goldman Sachs
GS
$289B
$15.2K 0.01%
19
CTSH icon
143
Cognizant
CTSH
$40.9B
$15K 0.01%
223
JNJ icon
144
Johnson & Johnson
JNJ
$527B
$14.8K 0.01%
80
+1
MSCI icon
145
MSCI
MSCI
$45.3B
$14.8K 0.01%
26
VRSN icon
146
VeriSign
VRSN
$23.1B
$14K 0.01%
50
COP icon
147
ConocoPhillips
COP
$121B
$13.4K 0.01%
142
XLE icon
148
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$13.2K 0.01%
296
+4
PODD icon
149
Insulet
PODD
$20.2B
$12.7K 0.01%
41
FUN icon
150
Cedar Fair
FUN
$1.68B
$12.3K 0.01%
540