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
151
$11.9K 0.01%
112
+1
152
$11.8K 0.01%
94
153
$11.6K 0.01%
83
+1
154
$11.4K 0.01%
56
155
$11.4K 0.01%
100
156
$11K 0.01%
155
157
$10.8K 0.01%
220
158
$10.3K 0.01%
205
159
$9.31K ﹤0.01%
49
160
$9.2K ﹤0.01%
50
161
$9.05K ﹤0.01%
18
162
$8.85K ﹤0.01%
48
163
$8.58K ﹤0.01%
83
164
$8.47K ﹤0.01%
200
165
$8.45K ﹤0.01%
+263
166
$7.67K ﹤0.01%
215
167
$7.11K ﹤0.01%
20
168
$6.84K ﹤0.01%
72
169
$6.61K ﹤0.01%
+212
170
$6.48K ﹤0.01%
73
-1,302
171
$6.27K ﹤0.01%
165
172
$5.86K ﹤0.01%
+210
173
$4.15K ﹤0.01%
+74
174
$3.92K ﹤0.01%
30
-19
175
$3.91K ﹤0.01%
+168
5 6
7
8 9