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
$207M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$6.49M
2 +$4.52M
3 +$4.21M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$4.14M
5
IAU icon
iShares Gold Trust
IAU
+$2.17M

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
RDDT icon
176
Reddit
RDDT
$43.8B
$3.91K ﹤0.01%
+17
SMCI icon
177
Super Micro Computer
SMCI
$19.5B
$3.83K ﹤0.01%
+80
IGEB icon
178
iShares Investment Grade Systematic Bond ETF
IGEB
$1.49B
$3.81K ﹤0.01%
83
-461
CRWV
179
CoreWeave Inc
CRWV
$50.4B
$3.42K ﹤0.01%
+25
CCL icon
180
Carnival Corp
CCL
$38B
$3.35K ﹤0.01%
116
IUSV icon
181
iShares Core S&P US Value ETF
IUSV
$24.7B
$3.01K ﹤0.01%
30
+26
IUSG icon
182
iShares Core S&P US Growth ETF
IUSG
$26.5B
$2.97K ﹤0.01%
18
+15
OKLO
183
Oklo
OKLO
$14.8B
$2.79K ﹤0.01%
+25
PFE icon
184
Pfizer
PFE
$146B
$2.73K ﹤0.01%
107
SPAB icon
185
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$2.67K ﹤0.01%
103
-975
PLTR icon
186
Palantir
PLTR
$407B
$1.82K ﹤0.01%
+10
INTR icon
187
Inter&Co
INTR
$3.6B
$1.68K ﹤0.01%
+182
CVX icon
188
Chevron
CVX
$332B
$1.55K ﹤0.01%
+10
DEO icon
189
Diageo
DEO
$49.2B
$1.52K ﹤0.01%
16
IMAX icon
190
IMAX
IMAX
$2.01B
$1.47K ﹤0.01%
45
TSLA icon
191
Tesla
TSLA
$1.46T
$1.33K ﹤0.01%
3
HEFA icon
192
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.99B
$1.23K ﹤0.01%
31
BMNR
193
BitMine Immersion Technologies
BMNR
$14.2B
$1.19K ﹤0.01%
+23
QCOM icon
194
Qualcomm
QCOM
$171B
$1.17K ﹤0.01%
+7
SCHH icon
195
Schwab US REIT ETF
SCHH
$9.17B
$1.14K ﹤0.01%
+53
PRGO icon
196
Perrigo
PRGO
$2.07B
$1.11K ﹤0.01%
50
EINC icon
197
VanEck Energy Income ETF
EINC
$77.8M
$1K ﹤0.01%
10
ELBM
198
Electra Battery Materials
ELBM
$85.9M
$885 ﹤0.01%
725
VYM icon
199
Vanguard High Dividend Yield ETF
VYM
$71.5B
$851 ﹤0.01%
6
+5
JTEK icon
200
JPMorgan US Tech Leaders ETF
JTEK
$3.23B
$736 ﹤0.01%
+8