MCA
MSH Capital Advisors Portfolio holdings
AUM
$468M
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$373M
AUM Growth
+$26M
(+7.5%)
Holding
255
Top Buys
| 1 | +$2.69M | |
| 2 | +$1.39M | |
| 3 | +$1.04M | |
| 4 |
Novo Nordisk
NVO
|
+$856K |
| 5 |
BDYN
iShares Dynamic Equity Active ETF
BDYN
|
+$824K |
Top Sells
| 1 | +$3.91M | |
| 2 | +$1.18M | |
| 3 | +$1.17M | |
| 4 |
FlexShares International Quality Dividend Index Fund
IQDF
|
+$834K |
| 5 |
PayPal
PYPL
|
+$818K |
Sector Composition
| 1 | Financials | 9.18% |
| 2 | Technology | 8.04% |
| 3 | Healthcare | 3.51% |
| 4 | Consumer Staples | 3.28% |
| 5 | Consumer Discretionary | 3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Cognizant
CTSH
$35.7B
| – | – |
-15,171
|
|
||
252
Capital Group Short Duration Income ETF
CGSD
$2B
| – | – |
-19,134
|
|
||
253
Dutch Bros
BROS
$6.99B
| – | – |
-3,000
|
|
||
254
United Parcel Service
UPS
$101B
| – | – |
-8,088
|
|
||
255
Texas Instruments
TXN
$200B
| – | – |
-1,021
|
|