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
$242M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.34M
3
+$1.04M
4
FIS icon
Fidelity National Information Services
FIS
+$1M
5
PYPL icon
PayPal
PYPL
+$981K

Top Sells

1
+$1.12M
2
+$587K
3
+$551K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$509K
5
MBB icon
iShares MBS ETF
MBB
+$236K

Sector Composition

1 Technology 10.72%
2 Healthcare 7.74%
3 Financials 7.01%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.98%
9,603
+374
27
$2.34M 0.97%
17,074
+867
28
$2.33M 0.96%
15,406
+4,896
29
$2.31M 0.95%
14,160
+3,940
30
$2.29M 0.95%
+45,415
31
$2.19M 0.9%
44,025
+2,400
32
$2.18M 0.9%
21,658
+1,675
33
$2.13M 0.88%
13,668
-103
34
$2.12M 0.87%
10,479
+532
35
$2.1M 0.86%
21,367
+2,010
36
$2.08M 0.86%
20,555
+1,010
37
$1.99M 0.82%
4,805
+315
38
$1.95M 0.8%
5,424
+3,735
39
$1.94M 0.8%
34,858
+453
40
$1.88M 0.78%
13,766
+741
41
$1.82M 0.75%
11,222
+599
42
$1.82M 0.75%
5,014
+241
43
$1.75M 0.72%
17,054
+458
44
$1.72M 0.71%
13,735
+605
45
$1.7M 0.7%
64,791
+8,799
46
$1.69M 0.7%
56,768
+3,140
47
$1.64M 0.68%
35,650
+6,663
48
$1.63M 0.67%
2,127
+158
49
$1.62M 0.67%
14,448
+3,681
50
$1.57M 0.65%
15,637
+9,978
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2
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