MCA

MSH Capital Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.35M
3
+$999K
4
NVO
Novo Nordisk
NVO
+$903K
5
BDYN
iShares Dynamic Equity Active ETF
BDYN
+$822K

Top Sells

1
+$3.08M
2
+$1.18M
3
+$1.17M
4
PYPL icon
PayPal
PYPL
+$859K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$834K

Sector Composition

1 Financials 9.18%
2 Technology 8.04%
3 Healthcare 3.51%
4 Consumer Staples 3.28%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.58%
3,225
+468
52
$2.08M 0.56%
253,766
+33,313
53
$2.06M 0.55%
8,731
+717
54
$2.04M 0.55%
5,980
+4
55
$2.02M 0.54%
21,336
56
$2.02M 0.54%
15,383
+840
57
$1.98M 0.53%
8,569
-95
58
$1.98M 0.53%
19,306
59
$1.94M 0.52%
29,415
+1,299
60
$1.93M 0.52%
38,108
+128
61
$1.88M 0.5%
13,250
+482
62
$1.87M 0.5%
56,153
63
$1.85M 0.49%
7,343
64
$1.72M 0.46%
13,883
+3
65
$1.72M 0.46%
38,446
+788
66
$1.71M 0.46%
11,112
+821
67
$1.63M 0.44%
38,556
+1,005
68
$1.63M 0.44%
15,783
+1,221
69
$1.57M 0.42%
3,884
-199
70
$1.57M 0.42%
88,453
+3,934
71
$1.5M 0.4%
7,734
-1,527
72
$1.48M 0.4%
1,600
+29
73
$1.47M 0.39%
84,826
74
$1.43M 0.38%
15,027
75
$1.43M 0.38%
60,718
+6,406
1 2
3
4 5