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
126
$19.3K 0.01%
62
127
$17.8K 0.01%
94
128
$17.7K 0.01%
205
129
$17.6K 0.01%
167
130
$17.4K 0.01%
223
131
$16.9K 0.01%
201
132
$16.4K 0.01%
540
133
$16.3K 0.01%
56
134
$16.1K 0.01%
44
135
$16.1K 0.01%
147
-3,040
136
$15.8K 0.01%
220
137
$15.8K 0.01%
229
138
$15.5K 0.01%
21
139
$15.3K 0.01%
120
140
$15.2K 0.01%
200
141
$15.2K 0.01%
150
-2,150
142
$15K 0.01%
26
143
$14.5K 0.01%
53
144
$14.4K 0.01%
50
145
$14.2K 0.01%
136
146
$13.6K 0.01%
114
147
$13.4K 0.01%
19
148
$12.9K 0.01%
41
149
$12.7K 0.01%
142
150
$12.4K 0.01%
292
4 5
6
7 8