MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.57%
9,552
+737
52
$1.85M 0.57%
55,853
+70
53
$1.83M 0.57%
8,741
-141
54
$1.82M 0.56%
11,759
-394
55
$1.75M 0.54%
10,252
+15
56
$1.73M 0.54%
3,373
-995
57
$1.72M 0.53%
12,839
+589
58
$1.69M 0.52%
13,846
+1,809
59
$1.67M 0.52%
7,173
+25
60
$1.66M 0.51%
17,817
+11,712
61
$1.6M 0.5%
201,095
+391
62
$1.58M 0.49%
37,842
-9,389
63
$1.52M 0.47%
1,608
+4
64
$1.51M 0.47%
2,704
-116
65
$1.5M 0.47%
13,881
-1,663
66
$1.49M 0.46%
8,722
+3,745
67
$1.41M 0.44%
27,937
+1,910
68
$1.41M 0.44%
84,826
69
$1.35M 0.42%
47,150
-44,219
70
$1.34M 0.42%
80,249
+1,468
71
$1.3M 0.4%
14,509
+182
72
$1.3M 0.4%
14,847
-98
73
$1.27M 0.39%
8,454
+598
74
$1.25M 0.39%
11,957
+38
75
$1.23M 0.38%
8,345
+1
1 2
3
4 5