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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.98%
50,973
+9,759
27
$2.61M 0.96%
27,016
+606
28
$2.57M 0.94%
116,520
+2,628
29
$2.54M 0.93%
11,042
+271
30
$2.52M 0.92%
23,793
+1,808
31
$2.52M 0.92%
3,650
+60
32
$2.5M 0.92%
11,071
+18
33
$2.38M 0.87%
16,728
-718
34
$2.36M 0.87%
14,278
+384
35
$2.35M 0.86%
64,137
+8,326
36
$2.3M 0.84%
14,274
+530
37
$2.23M 0.82%
23,616
+2,297
38
$2.2M 0.81%
42,574
+471
39
$2.19M 0.8%
39,589
+1,628
40
$2.09M 0.77%
5,143
+445
41
$2.06M 0.75%
36,227
+8,194
42
$2.04M 0.75%
15,675
-120
43
$2.03M 0.74%
18,085
+482
44
$2.02M 0.74%
18,907
+1,557
45
$1.97M 0.72%
28,544
+228
46
$1.97M 0.72%
52,849
-73
47
$1.95M 0.72%
104,156
+3,116
48
$1.9M 0.69%
16,946
+1,719
49
$1.87M 0.68%
20,642
+165
50
$1.77M 0.65%
4,793
-62
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2
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