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
$203M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$453K
3
+$285K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$255K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$254K

Top Sells

1
+$375K
2
+$357K
3
+$334K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$268K
5
NVDA icon
NVIDIA
NVDA
+$265K

Sector Composition

1 Technology 10.38%
2 Healthcare 8.34%
3 Financials 7.32%
4 Consumer Staples 4.78%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1%
25,813
-210
27
$2.02M 1%
24,909
-4,116
28
$1.97M 0.97%
10,499
-45
29
$1.92M 0.95%
44,508
+9
30
$1.88M 0.93%
3,424
+341
31
$1.88M 0.93%
49,588
+567
32
$1.88M 0.93%
16,635
-1,692
33
$1.85M 0.91%
17,717
-517
34
$1.85M 0.91%
12,442
-153
35
$1.8M 0.89%
18,989
+1,731
36
$1.8M 0.88%
13,980
+452
37
$1.76M 0.87%
20,446
+490
38
$1.75M 0.86%
23,204
+353
39
$1.75M 0.86%
16,623
+656
40
$1.67M 0.82%
41,767
-913
41
$1.59M 0.78%
16,890
-77
42
$1.57M 0.78%
21,496
+32
43
$1.56M 0.77%
13,942
+23
44
$1.54M 0.76%
4,695
-113
45
$1.5M 0.74%
5,652
46
$1.5M 0.74%
9,152
+52
47
$1.49M 0.73%
11,099
-479
48
$1.45M 0.72%
39,811
-279
49
$1.45M 0.71%
17,544
+400
50
$1.44M 0.71%
14,185
+325
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