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
$234M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$489K
3
+$426K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$379K

Top Sells

1
+$1.04M
2
+$548K
3
+$494K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$485K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$273K

Sector Composition

1 Technology 9.81%
2 Financials 7.5%
3 Healthcare 6.8%
4 Consumer Staples 4.63%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.68%
20,903
+229
52
$1.56M 0.67%
89,280
+3,566
53
$1.56M 0.67%
57,854
-738
54
$1.56M 0.67%
4,855
+1
55
$1.49M 0.64%
42,989
+1,056
56
$1.48M 0.63%
28,033
+3,285
57
$1.45M 0.62%
13,183
-33
58
$1.44M 0.62%
7,448
-64
59
$1.42M 0.61%
13,702
+446
60
$1.42M 0.61%
7,625
-61
61
$1.41M 0.6%
20,308
-216
62
$1.41M 0.6%
9,468
-38
63
$1.33M 0.57%
21,793
+247
64
$1.25M 0.54%
8,091
-36
65
$1.24M 0.53%
22,775
+378
66
$1.22M 0.52%
17,567
+927
67
$1.2M 0.51%
57,834
+2,458
68
$1.2M 0.51%
2,927
-36
69
$1.19M 0.51%
84,826
70
$1.14M 0.49%
23,274
+4,466
71
$1.12M 0.48%
5,387
+308
72
$1.07M 0.46%
13,220
+64
73
$1.06M 0.45%
6,986
-472
74
$1.06M 0.45%
10,990
-112
75
$1.05M 0.45%
13,085
+238
1 2
3
4 5