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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$960K 0.45%
125,461
+2,105
77
$956K 0.44%
12,760
+310
78
$917K 0.43%
16,166
79
$864K 0.4%
12,897
-69
80
$863K 0.4%
22,777
+605
81
$859K 0.4%
10,035
-553
82
$855K 0.4%
47,219
+1,682
83
$838K 0.39%
1,749
+32
84
$824K 0.38%
78,737
+2,029
85
$818K 0.38%
5,643
+1,209
86
$788K 0.37%
18,057
87
$767K 0.36%
4,601
-6
88
$753K 0.35%
10,007
+1,328
89
$749K 0.35%
11,982
-2,041
90
$683K 0.32%
10,858
+377
91
$654K 0.3%
9,158
+250
92
$613K 0.28%
3,639
+378
93
$593K 0.28%
1,829
94
$583K 0.27%
8,258
+378
95
$576K 0.27%
16,313
+963
96
$576K 0.27%
6,316
-31
97
$572K 0.27%
51,415
-2,661
98
$570K 0.26%
2,896
+90
99
$566K 0.26%
1,102
-225
100
$555K 0.26%
8,220
+380
2 3
4
5 6