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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.67%
20,674
+228
52
$1.47M 0.66%
20,524
+389
53
$1.46M 0.66%
13,216
+3,343
54
$1.44M 0.65%
9,506
+41
55
$1.44M 0.65%
8,127
-1,025
56
$1.39M 0.63%
58,592
+1,226
57
$1.39M 0.63%
16,503
-132
58
$1.36M 0.61%
84,826
59
$1.35M 0.61%
96,856
+6,640
60
$1.31M 0.59%
7,512
+219
61
$1.29M 0.58%
4,854
+2
62
$1.27M 0.57%
7,686
+116
63
$1.23M 0.56%
24,748
+19,458
64
$1.23M 0.56%
21,546
+1,200
65
$1.2M 0.54%
16,640
-13,866
66
$1.18M 0.53%
+28,776
67
$1.17M 0.53%
13,256
+1,497
68
$1.14M 0.52%
11,102
+273
69
$1.14M 0.52%
55,376
+2,107
70
$1.13M 0.51%
2,963
-126
71
$1.13M 0.51%
7,458
+765
72
$1.07M 0.48%
10,103
+5,285
73
$998K 0.45%
12,847
-661
74
$998K 0.45%
16,166
75
$971K 0.44%
13,156
+380
1 2
3
4 5