MCA

MSH Capital Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 7.98%
3 Financials 6.21%
4 Consumer Staples 4.98%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.04%
+18,012
27
$2.3M 1.03%
+19,983
28
$2.29M 1.03%
+44,096
29
$2.18M 0.98%
+34,405
30
$2.16M 0.97%
+13,771
31
$2.07M 0.93%
+10,510
32
$2.03M 0.91%
+40,255
33
$2.03M 0.91%
+32,545
34
$2.02M 0.9%
+19,545
35
$2.01M 0.9%
+41,625
36
$1.96M 0.88%
+4,490
37
$1.9M 0.85%
+4,773
38
$1.88M 0.84%
+40,877
39
$1.82M 0.82%
+13,130
40
$1.8M 0.81%
+1,969
41
$1.8M 0.81%
+19,357
42
$1.79M 0.8%
+10,356
43
$1.78M 0.8%
+13,025
44
$1.73M 0.78%
+16,596
45
$1.72M 0.77%
+53,628
46
$1.71M 0.77%
+21,036
47
$1.7M 0.76%
+10,220
48
$1.51M 0.68%
+55,992
49
$1.47M 0.66%
+6,844
50
$1.44M 0.64%
+10,623
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