MCA

MSH Capital Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.35M
3
+$999K
4
NVO
Novo Nordisk
NVO
+$903K
5
BDYN
iShares Dynamic Equity Active ETF
BDYN
+$822K

Top Sells

1
+$3.08M
2
+$1.18M
3
+$1.17M
4
PYPL icon
PayPal
PYPL
+$859K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$834K

Sector Composition

1 Financials 9.18%
2 Technology 8.04%
3 Healthcare 3.51%
4 Consumer Staples 3.28%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.89%
23,777
27
$3.32M 0.89%
23,314
28
$3.27M 0.88%
53,741
29
$3.09M 0.83%
10,379
30
$3.08M 0.83%
16,509
-50
31
$2.98M 0.8%
14,287
32
$2.9M 0.78%
15,658
+315
33
$2.88M 0.77%
10,645
34
$2.72M 0.73%
12,600
+685
35
$2.69M 0.72%
99,216
+9,933
36
$2.69M 0.72%
39,331
-181
37
$2.67M 0.71%
12,144
-759
38
$2.61M 0.7%
23,569
-1,467
39
$2.59M 0.69%
4,310
-105
40
$2.59M 0.69%
18,283
-1,193
41
$2.59M 0.69%
36,971
+14,811
42
$2.56M 0.69%
18,421
43
$2.56M 0.68%
18,361
+5,522
44
$2.54M 0.68%
10,449
-1,426
45
$2.49M 0.67%
49,080
-9,078
46
$2.41M 0.65%
54,836
+1,852
47
$2.39M 0.64%
12,402
+9
48
$2.32M 0.62%
18,307
49
$2.27M 0.61%
12,191
-430
50
$2.23M 0.6%
3,636
+231
1
2
3 4 5