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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.38%
14,564
+1,179
77
$1.12M 0.37%
8,167
+125
78
$1.1M 0.37%
20,611
+2,479
79
$1.1M 0.37%
18,880
+272
80
$1.05M 0.35%
6,683
+140
81
$1.04M 0.35%
10,340
+174
82
$1.01M 0.34%
+21,510
83
$1M 0.34%
19,887
+6,370
84
$1M 0.33%
9,052
+251
85
$994K 0.33%
18,057
86
$958K 0.32%
41,842
+944
87
$951K 0.32%
17,529
+449
88
$928K 0.31%
6,114
+180
89
$920K 0.31%
29,294
+440
90
$901K 0.3%
35,190
+4,191
91
$892K 0.3%
8,635
92
$885K 0.3%
26,918
+15,438
93
$860K 0.29%
13,437
+266
94
$859K 0.29%
16,166
95
$852K 0.28%
8,341
-1,632
96
$827K 0.28%
11,240
+606
97
$810K 0.27%
6,540
+44
98
$792K 0.26%
23,987
+13,506
99
$765K 0.26%
30,772
100
$738K 0.25%
1,974
-315
2 3
4
5 6