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
$209M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$4.79M
3 +$3.92M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.13M
5
SYSB
iShares Systematic Bond ETF
SYSB
+$2.02M

Top Sells

1 +$15.9M
2 +$7.67M
3 +$2.82M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.21M
5
IYW icon
iShares US Technology ETF
IYW
+$565K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.43%
3 Utilities 0.32%
4 Consumer Discretionary 0.21%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DE icon
126
Deere & Co
DE
$167B
$21K 0.01%
45
EMR icon
127
Emerson Electric
EMR
$81.8B
$20.7K 0.01%
156
KMI icon
128
Kinder Morgan
KMI
$75.5B
$19.5K 0.01%
708
NLR icon
129
VanEck Uranium + Nuclear Energy ETF
NLR
$4.86B
$19.2K 0.01%
+155
FIS icon
130
Fidelity National Information Services
FIS
$26.1B
$19.1K 0.01%
287
GD icon
131
General Dynamics
GD
$98.6B
$18.9K 0.01%
56
CTSH icon
132
Cognizant
CTSH
$31.1B
$18.5K 0.01%
223
AFL icon
133
Aflac
AFL
$58.4B
$18.4K 0.01%
167
SPGM icon
134
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.47B
$17.7K 0.01%
231
+2
PRU icon
135
Prudential Financial
PRU
$34.5B
$16.9K 0.01%
+150
VIOO icon
136
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.4B
$16.6K 0.01%
150
JNJ icon
137
Johnson & Johnson
JNJ
$591B
$16.6K 0.01%
80
IBIT icon
138
iShares Bitcoin Trust
IBIT
$55.9B
$16.5K 0.01%
333
HACK icon
139
Amplify Cybersecurity ETF
HACK
$1.92B
$16.5K 0.01%
205
FISV
140
Fiserv Inc
FISV
$33.5B
$16.4K 0.01%
244
PEG icon
141
Public Service Enterprise Group
PEG
$41.9B
$16.1K 0.01%
201
ROP icon
142
Roper Technologies
ROP
$37.6B
$16K 0.01%
36
HD icon
143
Home Depot
HD
$367B
$15.3K 0.01%
45
+1
MSCI icon
144
MSCI
MSCI
$42.2B
$14.9K 0.01%
26
PSX icon
145
Phillips 66
PSX
$65.7B
$14.7K 0.01%
114
WEC icon
146
WEC Energy
WEC
$38.1B
$14.3K 0.01%
136
VRSK icon
147
Verisk Analytics
VRSK
$29.7B
$13.9K 0.01%
62
COP icon
148
ConocoPhillips
COP
$141B
$13.3K 0.01%
142
XLE icon
149
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$13.2K 0.01%
295
-1
SLV icon
150
iShares Silver Trust
SLV
$43B
$12.9K 0.01%
200