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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.62%
66,804
+1,921
52
$1.86M 0.62%
12,547
+186
53
$1.86M 0.62%
3,710
+897
54
$1.81M 0.61%
91,268
+2,255
55
$1.8M 0.6%
10,884
-241
56
$1.73M 0.58%
29,348
+586
57
$1.72M 0.57%
75,609
+3,299
58
$1.65M 0.55%
3,033
+98
59
$1.62M 0.54%
9,467
-210
60
$1.59M 0.53%
11,608
+245
61
$1.58M 0.53%
7,157
+106
62
$1.52M 0.51%
204,062
+7,851
63
$1.51M 0.51%
19,501
+315
64
$1.46M 0.49%
11,331
+244
65
$1.45M 0.49%
7,391
+4,860
66
$1.45M 0.48%
7,920
+1,048
67
$1.44M 0.48%
1,695
-104
68
$1.36M 0.45%
8,238
-134
69
$1.36M 0.45%
1,498
-183
70
$1.35M 0.45%
77,840
+1,074
71
$1.3M 0.44%
19,171
+371
72
$1.26M 0.42%
84,826
73
$1.21M 0.4%
10,008
+1,570
74
$1.21M 0.4%
4,610
-436
75
$1.19M 0.4%
14,616
-7,778
1 2
3
4 5