MCA
MSH Capital Advisors Portfolio holdings
AUM
$347M
1-Year Est. Return
16.28%
1 Year Est. Return
+16.28%
AUM
$347M
AUM Growth
+$23.7M
(+7.3%)
Holding
252
Top Buys
| 1 | +$1.47M | |
| 2 | +$996K | |
| 3 | +$903K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$773K |
| 5 |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
|
+$742K |
Top Sells
| 1 | +$4.66M | |
| 2 | +$1.09M | |
| 3 | +$950K | |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
+$527K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$396K |
Sector Composition
| 1 | Financials | 9.62% |
| 2 | Technology | 7.99% |
| 3 | Consumer Staples | 3.84% |
| 4 | Industrials | 3.14% |
| 5 | Consumer Discretionary | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
T. Rowe Price Value ETF
TVAL
$484M
| – | – |
-7,432
|
|
||
252
Weyerhaeuser
WY
$17.1B
| – | – |
-7,262
|
|