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
126
$18.9K 0.01%
287
127
$18.7K 0.01%
167
128
$18.3K 0.01%
120
129
$18K 0.01%
36
130
$17.9K 0.01%
44
131
$17.8K 0.01%
205
132
$17.5K 0.01%
147
133
$17.1K 0.01%
229
134
$16.8K 0.01%
201
135
$16.6K 0.01%
150
136
$16.5K 0.01%
+626
137
$16.2K 0.01%
22
+1
138
$15.6K 0.01%
201
+1
139
$15.6K 0.01%
62
140
$15.6K 0.01%
136
141
$15.5K 0.01%
114
142
$15.2K 0.01%
19
143
$15K 0.01%
223
144
$14.8K 0.01%
80
+1
145
$14.8K 0.01%
26
146
$14K 0.01%
50
147
$13.4K 0.01%
142
148
$13.2K 0.01%
296
+4
149
$12.7K 0.01%
41
150
$12.3K 0.01%
540
4 5
6
7 8