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
$234M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$489K
3
+$426K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$379K

Top Sells

1
+$1.04M
2
+$548K
3
+$494K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$485K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$273K

Sector Composition

1 Technology 9.81%
2 Financials 7.5%
3 Healthcare 6.8%
4 Consumer Staples 4.63%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.97%
55,811
+582
27
$2.24M 0.96%
113,892
+7,231
28
$2.21M 0.94%
11,053
+145
29
$2.21M 0.94%
13,894
-55
30
$2.2M 0.94%
42,103
-655
31
$2.1M 0.9%
28,316
+6,584
32
$2.09M 0.89%
13,744
-33
33
$2.07M 0.89%
37,961
+7,809
34
$2.06M 0.88%
52,922
+6,376
35
$2.03M 0.87%
12,262
-79
36
$2.03M 0.87%
41,214
-177
37
$1.99M 0.85%
17,603
+806
38
$1.95M 0.83%
21,319
+2,854
39
$1.87M 0.8%
17,350
+7,247
40
$1.78M 0.76%
20,477
-179
41
$1.77M 0.75%
4,698
-253
42
$1.74M 0.75%
15,227
+1,029
43
$1.7M 0.73%
16,970
-430
44
$1.7M 0.72%
10,647
-374
45
$1.69M 0.72%
18,058
+407
46
$1.65M 0.7%
101,040
+4,184
47
$1.63M 0.7%
11,544
+383
48
$1.63M 0.7%
15,795
-708
49
$1.63M 0.7%
14,831
+510
50
$1.61M 0.69%
32,279
+312
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