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
$255M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$398K
3
+$328K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$315K
5
LMT icon
Lockheed Martin
LMT
+$313K

Top Sells

1
+$3.77M
2
+$1.7M
3
+$1.26M
4
K icon
Kellanova
K
+$784K
5
SKT icon
Tanger
SKT
+$779K

Sector Composition

1 Technology 9.57%
2 Financials 8.81%
3 Healthcare 6.73%
4 Consumer Staples 5.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.66%
18,983
+420
52
$1.67M 0.66%
11,463
+324
53
$1.61M 0.63%
58,794
+386
54
$1.55M 0.61%
10,402
-479
55
$1.55M 0.61%
7,448
-3,623
56
$1.53M 0.6%
92,271
+703
57
$1.52M 0.6%
22,448
+90
58
$1.5M 0.59%
9,418
+273
59
$1.45M 0.57%
11,925
+61
60
$1.43M 0.56%
12,889
+212
61
$1.41M 0.55%
8,318
+69
62
$1.41M 0.55%
6,111
+203
63
$1.36M 0.53%
16,729
-37
64
$1.3M 0.51%
8,343
-140
65
$1.28M 0.5%
19,776
-742
66
$1.21M 0.48%
62,293
+4,366
67
$1.2M 0.47%
20,612
+24
68
$1.16M 0.45%
23,401
-1,171
69
$1.15M 0.45%
84,826
70
$1.14M 0.45%
6,753
+411
71
$1.11M 0.43%
1,961
-179
72
$1.1M 0.43%
21,615
-33,438
73
$1.07M 0.42%
13,613
+451
74
$1.05M 0.41%
24,969
+9,488
75
$1.02M 0.4%
44,501
+329
1 2
3
4 5