MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1%
20,061
-35
27
$2.94M 0.91%
25,031
-655
28
$2.93M 0.91%
23,282
-648
29
$2.87M 0.89%
16,614
+13
30
$2.85M 0.88%
18,489
+1,976
31
$2.85M 0.88%
56,178
-496
32
$2.8M 0.87%
10,548
+15
33
$2.7M 0.83%
18,273
+470
34
$2.68M 0.83%
14,380
+335
35
$2.66M 0.82%
10,574
+311
36
$2.66M 0.82%
45,830
+25,101
37
$2.49M 0.77%
14,989
+106
38
$2.46M 0.76%
19,731
39
$2.41M 0.75%
24,746
40
$2.4M 0.74%
38,936
-93
41
$2.38M 0.73%
21,665
+176
42
$2.37M 0.73%
52,200
+110
43
$2.29M 0.71%
+10,525
44
$2.22M 0.69%
11,651
-568
45
$2.12M 0.66%
6,056
-296
46
$2.05M 0.63%
4,366
-567
47
$2M 0.62%
83,032
+6,174
48
$1.93M 0.6%
21,036
+785
49
$1.88M 0.58%
12,865
+7,140
50
$1.86M 0.57%
20,221
+224
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