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
126
$18.6K 0.01%
167
127
$18.5K 0.01%
62
128
$18K 0.01%
76
129
$17.8K 0.01%
85
130
$17.1K 0.01%
156
131
$17.1K 0.01%
223
132
$16.5K 0.01%
201
133
$16.1K 0.01%
44
134
$15.3K 0.01%
120
135
$15.3K 0.01%
56
136
$14.9K 0.01%
94
+88
137
$14.9K 0.01%
142
138
$14.8K 0.01%
136
139
$14.7K 0.01%
205
140
$14.7K 0.01%
26
141
$14.5K 0.01%
200
142
$14.3K 0.01%
229
143
$14.2K 0.01%
53
144
$14.1K 0.01%
114
145
$13.7K 0.01%
146
146
$13.2K 0.01%
477
-15
147
$13.1K 0.01%
79
148
$13.1K 0.01%
215
149
$12.7K 0.01%
50
150
$12.3K 0.01%
82
4 5
6
7 8