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
$163M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$5.1M
3
+$3.55M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.19M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.55M

Top Sells

1
+$2.05M
2
+$1.42M
3
+$1.21M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.15M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$785K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.59%
3 Utilities 0.4%
4 Consumer Discretionary 0.34%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.19K ﹤0.01%
45
177
$1K ﹤0.01%
+10
178
$940 ﹤0.01%
217
179
$783 ﹤0.01%
725
180
$777 ﹤0.01%
3
181
$705 ﹤0.01%
21
182
$306 ﹤0.01%
12
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-985
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194
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195
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4 5 6 7
8