MCA

MSH Capital Advisors Portfolio holdings

AUM $468M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$891K
3
+$882K
4
NKE icon
Nike
NKE
+$841K
5
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$733K

Top Sells

1
+$4.44M
2
+$1.01M
3
+$817K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$527K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$396K

Sector Composition

1 Financials 9.72%
2 Technology 7.99%
3 Consumer Staples 3.84%
4 Industrials 3.14%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.97%
20,381
+320
27
$3.23M 0.93%
23,314
-1,717
28
$3.14M 0.91%
23,777
+495
29
$3.1M 0.89%
53,741
+7,911
30
$2.95M 0.85%
58,158
+1,980
31
$2.93M 0.85%
10,645
+97
32
$2.93M 0.84%
16,559
-55
33
$2.87M 0.83%
10,379
-195
34
$2.83M 0.82%
12,903
+1,252
35
$2.79M 0.8%
14,287
-93
36
$2.74M 0.79%
39,512
+576
37
$2.74M 0.79%
12,393
+1,868
38
$2.66M 0.77%
18,307
-182
39
$2.59M 0.75%
19,476
-255
40
$2.56M 0.74%
18,421
+148
41
$2.49M 0.72%
25,036
+290
42
$2.44M 0.7%
11,915
+2,363
43
$2.44M 0.7%
4,415
+49
44
$2.34M 0.68%
15,343
+354
45
$2.32M 0.67%
89,283
+6,251
46
$2.29M 0.66%
52,984
+784
47
$2.12M 0.61%
5,976
-80
48
$2.09M 0.6%
11,875
+116
49
$2.05M 0.59%
56,153
+300
50
$1.99M 0.57%
12,621
-1,260
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