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
$468M
AUM Growth
+$94.9M
(+25%)
Holding
279
Top Buys
| 1 | +$35.5M | |
| 2 | +$3.46M | |
| 3 | +$2.51M | |
| 4 |
AbbVie
ABBV
|
+$2.04M |
| 5 |
NVIDIA
NVDA
|
+$1.87M |
Top Sells
| 1 | +$553K | |
| 2 | +$529K | |
| 3 | +$477K | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$440K |
| 5 |
Seagate
STX
|
+$386K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Financials | 8.13% |
| 3 | Healthcare | 3.83% |
| 4 | Consumer Discretionary | 3.62% |
| 5 | Consumer Staples | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares US Technology ETF
IYW
$19.3B
| – | – |
-1,058
|
|
||
277
PayPal
PYPL
$43.2B
| – | – |
-4,556
|
|
||
278
Rentokil
RTO
$16B
| – | – |
-21,912
|
|
||
279
INNOVATE Corp
VATE
$65.3M
| – | – |
-16,943
|
|