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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$919K 0.42%
126,195
+1,381
77
$914K 0.41%
49,628
-2,092
78
$905K 0.41%
81,352
+2,172
79
$895K 0.4%
23,952
+1,087
80
$878K 0.4%
18,808
-30,391
81
$852K 0.38%
4,716
+110
82
$850K 0.38%
18,057
83
$832K 0.38%
12,441
-441
84
$828K 0.37%
7,461
+1,153
85
$825K 0.37%
1,807
+160
86
$789K 0.36%
47,219
87
$785K 0.35%
3,556
-271
88
$764K 0.35%
15,434
+6,016
89
$757K 0.34%
3,534
+312
90
$740K 0.33%
35,863
-14,865
91
$728K 0.33%
18,667
-21,144
92
$715K 0.32%
11,247
+21
93
$713K 0.32%
10,869
-490
94
$697K 0.32%
9,707
-2,303
95
$657K 0.3%
7,506
+329
96
$647K 0.29%
8,258
97
$637K 0.29%
1,742
-84
98
$634K 0.29%
+7,480
99
$626K 0.28%
13,928
+8,215
100
$626K 0.28%
5,079
-573
2 3
4
5 6