MCA

MSH Capital Advisors Portfolio holdings

AUM $468M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$891K
3
+$882K
4
NKE icon
Nike
NKE
+$841K
5
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$733K

Top Sells

1
+$4.44M
2
+$1.01M
3
+$817K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$527K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$396K

Sector Composition

1 Financials 9.72%
2 Technology 7.99%
3 Consumer Staples 3.84%
4 Industrials 3.14%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.56%
21,336
+300
52
$1.94M 0.56%
14,543
-7,122
53
$1.93M 0.56%
3,405
+32
54
$1.92M 0.55%
37,980
+10,043
55
$1.86M 0.54%
19,306
-915
56
$1.77M 0.51%
220,453
+19,358
57
$1.73M 0.5%
12,839
-26
58
$1.7M 0.49%
2,757
+53
59
$1.7M 0.49%
12,768
-71
60
$1.69M 0.49%
9,261
+539
61
$1.69M 0.49%
28,116
+5,449
62
$1.64M 0.47%
10,291
+39
63
$1.64M 0.47%
13,880
+34
64
$1.63M 0.47%
7,343
+170
65
$1.61M 0.46%
8,664
-77
66
$1.6M 0.46%
37,658
+2,024
67
$1.57M 0.45%
37,551
-291
68
$1.56M 0.45%
1,571
-37
69
$1.5M 0.43%
84,826
70
$1.5M 0.43%
4,083
+2,463
71
$1.47M 0.42%
+22,160
72
$1.45M 0.42%
84,519
+4,270
73
$1.42M 0.41%
14,562
-285
74
$1.31M 0.38%
15,027
+518
75
$1.31M 0.38%
8,597
+252
1 2
3
4 5