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
$234M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$489K
3
+$426K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$379K

Top Sells

1
+$1.04M
2
+$548K
3
+$494K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$485K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$273K

Sector Composition

1 Technology 9.81%
2 Financials 7.5%
3 Healthcare 6.8%
4 Consumer Staples 4.63%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.43%
22,001
+8,073
77
$975K 0.42%
50,631
+1,003
78
$911K 0.39%
51,614
+4,395
79
$896K 0.38%
1,803
-4
80
$893K 0.38%
3,791
+235
81
$861K 0.37%
4,721
+5
82
$856K 0.37%
16,166
83
$847K 0.36%
24,489
+537
84
$847K 0.36%
87,998
+6,646
85
$827K 0.35%
125,652
-543
86
$818K 0.35%
18,057
87
$801K 0.34%
8,913
+655
88
$797K 0.34%
7,495
+34
89
$796K 0.34%
15,708
+274
90
$792K 0.34%
35,863
91
$772K 0.33%
12,281
-160
92
$770K 0.33%
10,769
-100
93
$748K 0.32%
10,126
+419
94
$726K 0.31%
4,711
+1,665
95
$691K 0.3%
17,102
-1,565
96
$689K 0.29%
20,000
97
$682K 0.29%
10,995
-252
98
$647K 0.28%
18,346
+2,033
99
$645K 0.28%
15,559
-13,217
100
$633K 0.27%
1,842
+100
2 3
4
5 6