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
$268M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.48M
3
+$1.24M
4
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$1.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$831K

Top Sells

1
+$1.73M
2
+$1.18M
3
+$1.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M
5
DIS icon
Walt Disney
DIS
+$953K

Sector Composition

1 Technology 9.63%
2 Financials 8.7%
3 Healthcare 6.07%
4 Consumer Staples 5.15%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.96%
14,794
+1,173
27
$2.56M 0.96%
48,732
-1,074
28
$2.51M 0.94%
35,903
-395
29
$2.51M 0.94%
23,993
30
$2.45M 0.91%
21,049
-2,615
31
$2.42M 0.9%
13,452
-1
32
$2.42M 0.9%
15,433
-1,027
33
$2.41M 0.9%
9,973
+1
34
$2.4M 0.9%
16,050
-1,237
35
$2.33M 0.87%
29,527
-149
36
$2.21M 0.83%
79,770
-2,287
37
$2.12M 0.79%
41,949
-1,664
38
$2.09M 0.78%
55,530
-1,649
39
$2.04M 0.76%
21,008
-32
40
$2.03M 0.76%
17,049
+100
41
$1.99M 0.74%
15,891
+225
42
$1.99M 0.74%
19,263
+280
43
$1.97M 0.74%
4,812
+18
44
$1.95M 0.73%
18,128
-32
45
$1.89M 0.71%
58,400
-394
46
$1.88M 0.7%
65,306
-4,535
47
$1.88M 0.7%
+37,327
48
$1.81M 0.68%
11,908
-2,773
49
$1.8M 0.67%
12,619
-270
50
$1.79M 0.67%
12,841
-2,309
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