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
$255M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$398K
3
+$328K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$315K
5
LMT icon
Lockheed Martin
LMT
+$313K

Top Sells

1
+$3.77M
2
+$1.7M
3
+$1.26M
4
K icon
Kellanova
K
+$784K
5
SKT icon
Tanger
SKT
+$779K

Sector Composition

1 Technology 9.57%
2 Financials 8.81%
3 Healthcare 6.73%
4 Consumer Staples 5.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.97%
23,664
-661
27
$2.38M 0.94%
17,287
+559
28
$2.34M 0.92%
43,613
+1,039
29
$2.32M 0.91%
69,841
+5,704
30
$2.31M 0.91%
26,143
+2,527
31
$2.19M 0.86%
23,993
-3,023
32
$2.16M 0.85%
36,298
+71
33
$2.15M 0.84%
13,453
-825
34
$2.14M 0.84%
117,568
+13,412
35
$2.14M 0.84%
9,972
-1,070
36
$2.1M 0.82%
13,621
-653
37
$2.07M 0.81%
29,676
+1,132
38
$2.03M 0.8%
21,040
+398
39
$1.99M 0.78%
5,058
-85
40
$1.98M 0.78%
15,150
+762
41
$1.95M 0.77%
16,949
+3
42
$1.9M 0.75%
18,160
+75
43
$1.87M 0.73%
14,681
-994
44
$1.85M 0.73%
82,057
-34,463
45
$1.85M 0.73%
57,179
+4,330
46
$1.85M 0.72%
4,318
+768
47
$1.83M 0.72%
17,836
-1,071
48
$1.73M 0.68%
32,216
-7,373
49
$1.72M 0.67%
15,666
+380
50
$1.72M 0.67%
4,794
+1
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2
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