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
$318M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$806K
3
+$749K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$625K
5
BA icon
Boeing
BA
+$555K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.43M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.08M

Sector Composition

1 Financials 9.92%
2 Technology 9.03%
3 Consumer Staples 4.17%
4 Industrials 3.77%
5 Energy 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.58%
76,858
+267
52
$1.76M 0.56%
7,148
53
$1.73M 0.54%
8,815
+478
54
$1.72M 0.54%
10,237
-416
55
$1.67M 0.52%
20,251
+750
56
$1.65M 0.52%
2,820
+39
57
$1.62M 0.51%
18,960
+80
58
$1.61M 0.51%
11,919
-560
59
$1.61M 0.51%
12,250
+833
60
$1.6M 0.5%
47,978
-44,423
61
$1.58M 0.5%
8,882
-314
62
$1.58M 0.5%
200,704
-3,800
63
$1.57M 0.5%
55,783
+14,161
64
$1.51M 0.47%
84,826
65
$1.47M 0.46%
1,604
-47
66
$1.45M 0.46%
31,272
-20,370
67
$1.36M 0.43%
78,781
-1,344
68
$1.35M 0.43%
14,945
-16,132
69
$1.31M 0.41%
26,027
-2,870
70
$1.3M 0.41%
12,037
+1,694
71
$1.19M 0.38%
7,856
-378
72
$1.19M 0.37%
7,856
-3,752
73
$1.15M 0.36%
14,891
-4,252
74
$1.14M 0.36%
14,327
-472
75
$1.12M 0.35%
13,601
-90
1 2
3
4 5