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
176
$3.91K ﹤0.01%
+17
177
$3.83K ﹤0.01%
+80
178
$3.81K ﹤0.01%
83
-461
179
$3.42K ﹤0.01%
+25
180
$3.35K ﹤0.01%
116
181
$3.01K ﹤0.01%
30
+26
182
$2.97K ﹤0.01%
18
+15
183
$2.79K ﹤0.01%
+25
184
$2.73K ﹤0.01%
107
185
$2.67K ﹤0.01%
103
-975
186
$1.82K ﹤0.01%
+10
187
$1.68K ﹤0.01%
+182
188
$1.55K ﹤0.01%
+10
189
$1.52K ﹤0.01%
16
190
$1.47K ﹤0.01%
45
191
$1.33K ﹤0.01%
3
192
$1.23K ﹤0.01%
31
193
$1.19K ﹤0.01%
+23
194
$1.17K ﹤0.01%
+7
195
$1.14K ﹤0.01%
+53
196
$1.11K ﹤0.01%
50
197
$1K ﹤0.01%
10
198
$885 ﹤0.01%
725
199
$851 ﹤0.01%
6
+5
200
$736 ﹤0.01%
+8
5 6 7
8
9