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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.65%
18,563
+505
52
$1.76M 0.64%
15,286
+455
53
$1.72M 0.63%
58,408
+554
54
$1.72M 0.63%
14,388
+686
55
$1.69M 0.62%
11,139
+1,671
56
$1.67M 0.61%
12,677
+415
57
$1.67M 0.61%
11,864
+320
58
$1.65M 0.6%
9,145
+1,520
59
$1.58M 0.58%
91,568
+2,288
60
$1.57M 0.58%
3,550
+623
61
$1.53M 0.56%
8,249
+3,528
62
$1.52M 0.56%
8,483
+1,035
63
$1.5M 0.55%
16,766
-204
64
$1.47M 0.54%
10,881
+234
65
$1.46M 0.53%
22,358
+565
66
$1.44M 0.53%
20,518
+210
67
$1.4M 0.51%
5,908
+3,328
68
$1.37M 0.5%
20,588
-315
69
$1.27M 0.46%
24,572
-7,707
70
$1.26M 0.46%
23,072
+297
71
$1.22M 0.45%
57,927
+93
72
$1.19M 0.44%
44,172
+1,183
73
$1.16M 0.43%
23,609
+335
74
$1.16M 0.42%
13,162
+77
75
$1.15M 0.42%
2,140
+337
1 2
3
4 5