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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 7.98%
3 Financials 6.21%
4 Consumer Staples 4.98%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.64%
+28,987
52
$1.39M 0.62%
+8,498
53
$1.35M 0.61%
+17,218
54
$1.34M 0.6%
+15,114
55
$1.32M 0.59%
+11,812
56
$1.32M 0.59%
+9,080
57
$1.31M 0.59%
+6,971
58
$1.29M 0.58%
+50,437
59
$1.27M 0.57%
+18,550
60
$1.27M 0.57%
+4,560
61
$1.23M 0.55%
+77,444
62
$1.21M 0.54%
+10,767
63
$1.18M 0.53%
+6,911
64
$1.17M 0.52%
+5,196
65
$1.1M 0.49%
+7,845
66
$1.1M 0.49%
+21,045
67
$1.07M 0.48%
+84,826
68
$1.04M 0.46%
+10,570
69
$1.03M 0.46%
+55,535
70
$1.03M 0.46%
+105,156
71
$1.02M 0.46%
+50,000
72
$1.01M 0.45%
+45,937
73
$1M 0.45%
+74,276
74
$999K 0.45%
+9,521
75
$978K 0.44%
+36,221
1 2
3
4 5