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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.68%
10,951
+261
52
$1.43M 0.66%
57,142
+374
53
$1.4M 0.65%
83,777
+2,693
54
$1.39M 0.65%
19,956
+11,471
55
$1.37M 0.64%
4,894
-120
56
$1.37M 0.64%
9,511
-1
57
$1.35M 0.63%
20,073
+4,250
58
$1.34M 0.62%
12,340
+2,440
59
$1.34M 0.62%
7,338
+98
60
$1.29M 0.6%
5,304
-102
61
$1.28M 0.59%
14,984
+2,426
62
$1.27M 0.59%
5,652
+228
63
$1.2M 0.56%
13,358
+3,281
64
$1.16M 0.54%
7,552
+55
65
$1.15M 0.54%
10,770
+646
66
$1.13M 0.53%
84,826
67
$1.13M 0.52%
23,663
+4,689
68
$1.13M 0.52%
20,301
+3,475
69
$1.1M 0.51%
76,112
+16,432
70
$1.1M 0.51%
52,570
-11,817
71
$1.08M 0.5%
8,121
-165
72
$1.03M 0.48%
50,483
+335
73
$1.03M 0.48%
2,732
+107
74
$967K 0.45%
4,447
-54
75
$960K 0.45%
46,934
+4,694
1 2
3
4 5