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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.42%
4,399
-988
77
$1.14M 0.42%
17,809
+242
78
$1.11M 0.41%
84,826
79
$1.02M 0.37%
13,516
+296
80
$1.01M 0.37%
22,295
+294
81
$1.01M 0.37%
6,378
-608
82
$998K 0.37%
6,342
+3,821
83
$996K 0.37%
11,102
+112
84
$948K 0.35%
53,635
+2,021
85
$942K 0.35%
18,759
+3,051
86
$898K 0.33%
89,942
+1,944
87
$873K 0.32%
7,565
+70
88
$848K 0.31%
+2,092
89
$842K 0.31%
18,057
90
$826K 0.3%
3,248
-543
91
$809K 0.3%
50,725
+94
92
$802K 0.29%
+9,584
93
$795K 0.29%
122,703
-2,949
94
$795K 0.29%
35,863
95
$794K 0.29%
1,692
-150
96
$785K 0.29%
10,833
+64
97
$784K 0.29%
12,383
+102
98
$773K 0.28%
19,007
+1,905
99
$762K 0.28%
4,694
-17
100
$742K 0.27%
2,487
+503
2 3
4
5 6