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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.98%
20,104
+1,115
27
$2.17M 0.98%
10,908
+409
28
$2.17M 0.98%
10,821
-73
29
$2.04M 0.92%
42,758
+991
30
$2.03M 0.92%
21,732
+363
31
$2M 0.9%
13,777
-203
32
$1.98M 0.9%
20,656
-840
33
$1.96M 0.88%
41,391
-3,117
34
$1.91M 0.86%
106,661
+70,236
35
$1.84M 0.83%
12,341
-101
36
$1.83M 0.83%
46,546
-3,042
37
$1.83M 0.83%
16,797
+174
38
$1.78M 0.8%
11,021
-78
39
$1.75M 0.79%
11,161
+150
40
$1.74M 0.79%
4,951
+256
41
$1.66M 0.75%
18,465
+1,521
42
$1.64M 0.74%
30,152
+7,911
43
$1.64M 0.74%
14,198
+256
44
$1.61M 0.73%
17,651
+107
45
$1.6M 0.72%
31,967
+5,869
46
$1.55M 0.7%
41,933
-1,943
47
$1.55M 0.7%
85,714
+1,651
48
$1.55M 0.7%
14,321
+136
49
$1.52M 0.69%
22,397
-807
50
$1.51M 0.68%
17,400
+510
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