MCA
MSH Capital Advisors Portfolio holdings
AUM
$347M
1-Year Est. Return
16.28%
1 Year Est. Return
+16.28%
AUM
$323M
AUM Growth
+$5.75M
(+1.8%)
Holding
237
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.46M | |
| 3 | +$1.09M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.04M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$874K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.19M | |
| 3 | +$1.16M | |
| 4 |
JPMorgan Chase
JPM
|
+$902K |
| 5 |
Robert Half
RHI
|
+$892K |
Sector Composition
| 1 | Financials | 9.67% |
| 2 | Technology | 7.83% |
| 3 | Consumer Staples | 4.2% |
| 4 | Energy | 3.47% |
| 5 | Healthcare | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Total Bond Market
BND
$138B
| $202K | 0.06% |
2,757
-898
|
|
||
227
Capital Group Short Duration Income ETF
CGSD
$1.57B
| $202K | 0.06% |
+7,837
|
|
||
228
BGC Group
BGC
$4.35B
| $184K | 0.06% |
+20,109
|
|
||
229
Invesco Financial Preferred ETF
PGF
$797M
| $155K | 0.05% |
10,861
+5
|
|
||
230
INNOVATE Corp
VATE
$62.5M
| $133K | 0.04% |
16,943
+2,088
|
|
||
231
Joby Aviation
JOBY
$15.5B
| $90.3K | 0.03% |
15,000
|
|
||
232
CVS Health
CVS
$105B
| – | – |
-4,853
|
|
||
233
Quest Diagnostics
DGX
$21.3B
| – | – |
-7,856
|
|
||
234
Vanguard Mega Cap Growth ETF
MGK
$31.2B
| – | – |
-670
|
|
||
|
235
Robert Half
RHI
$3.13B
| – | – |
-12,664
|
|
||
236
Teck Resources
TECK
$21.6B
| – | – |
-5,270
|
|
||
|
ECG
237
Everus Construction Group
ECG
$4.65B
| – | – |
-4,109
|
|