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
$242M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.34M
3
+$1.04M
4
FIS icon
Fidelity National Information Services
FIS
+$1M
5
PYPL icon
PayPal
PYPL
+$981K

Top Sells

1
+$1.12M
2
+$587K
3
+$551K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$509K
5
MBB icon
iShares MBS ETF
MBB
+$236K

Sector Composition

1 Technology 10.72%
2 Healthcare 7.74%
3 Financials 7.01%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.64%
7,240
+396
52
$1.54M 0.64%
42,586
+1,709
53
$1.53M 0.63%
81,084
+3,640
54
$1.46M 0.6%
10,690
+334
55
$1.45M 0.6%
9,512
+1,014
56
$1.44M 0.59%
19,877
+1,327
57
$1.44M 0.59%
28,571
-11,684
58
$1.42M 0.59%
12,450
+638
59
$1.42M 0.59%
15,823
+709
60
$1.4M 0.58%
7,877
+966
61
$1.38M 0.57%
9,900
+820
62
$1.38M 0.57%
7,497
+526
63
$1.31M 0.54%
5,406
+210
64
$1.23M 0.51%
84,826
65
$1.2M 0.49%
50,148
-289
66
$1.19M 0.49%
12,558
+1,988
67
$1.19M 0.49%
2,625
+1,151
68
$1.18M 0.49%
4,501
-59
69
$1.15M 0.47%
64,387
+8,852
70
$1.13M 0.47%
14,524
-6,512
71
$1.13M 0.47%
10,124
+603
72
$1.12M 0.46%
10,077
+1,260
73
$1.12M 0.46%
59,680
+9,680
74
$1.06M 0.44%
123,356
+18,200
75
$1.04M 0.43%
8,286
+441
1 2
3
4 5