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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.97%
22,851
+7,214
27
$2.06M 0.96%
26,023
+4,365
28
$2.05M 0.95%
18,234
+558
29
$1.96M 0.91%
81,969
+17,178
30
$1.95M 0.9%
18,327
+4,167
31
$1.93M 0.9%
20,874
+319
32
$1.88M 0.87%
3,083
+956
33
$1.86M 0.86%
13,528
-140
34
$1.84M 0.86%
10,544
+65
35
$1.82M 0.85%
42,680
+7,822
36
$1.81M 0.84%
15,967
+561
37
$1.8M 0.84%
44,499
+474
38
$1.78M 0.83%
12,595
+166
39
$1.77M 0.82%
11,578
+356
40
$1.76M 0.82%
17,258
+2,810
41
$1.71M 0.79%
21,464
+97
42
$1.69M 0.78%
43,739
+1,153
43
$1.67M 0.78%
40,090
+4,440
44
$1.67M 0.77%
4,808
+3
45
$1.62M 0.75%
9,100
+1,223
46
$1.6M 0.74%
16,967
-107
47
$1.58M 0.74%
13,919
+153
48
$1.53M 0.71%
17,144
+90
49
$1.47M 0.68%
20,554
+677
50
$1.46M 0.68%
13,860
+125
1
2
3 4 5