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
151
$12.1K 0.01%
79
152
$11.7K 0.01%
215
153
$11.6K 0.01%
111
-284
154
$11.5K 0.01%
56
155
$10.8K 0.01%
82
156
$10.8K 0.01%
100
157
$10.6K 0.01%
205
158
$10.3K 0.01%
50
159
$9.86K 0.01%
155
160
$9.49K 0.01%
83
161
$9.12K ﹤0.01%
48
162
$8.74K ﹤0.01%
18
163
$7.72K ﹤0.01%
49
164
$6.87K ﹤0.01%
72
165
$6.56K ﹤0.01%
+200
166
$6.1K ﹤0.01%
+20
167
$6.05K ﹤0.01%
49
-149
168
$5.91K ﹤0.01%
+165
169
$4.64K ﹤0.01%
+69
170
$3.26K ﹤0.01%
116
171
$2.62K ﹤0.01%
+24
172
$2.59K ﹤0.01%
107
-17
173
$2.34K ﹤0.01%
22
-41
174
$1.61K ﹤0.01%
16
175
$1.36K ﹤0.01%
+30
4 5 6
7
8