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
$318M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$806K
3
+$749K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$625K
5
BA icon
Boeing
BA
+$555K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.43M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.08M

Sector Composition

1 Financials 9.92%
2 Technology 9.03%
3 Consumer Staples 4.17%
4 Industrials 3.77%
5 Energy 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.35%
+20,729
77
$1.09M 0.34%
29,378
+1,768
78
$1.08M 0.34%
26,120
-26,277
79
$1.08M 0.34%
1,396
-49
80
$1.08M 0.34%
8,344
+2
81
$1.06M 0.33%
42,343
+193
82
$1.05M 0.33%
6,114
83
$1.04M 0.33%
22,176
+379
84
$1.04M 0.33%
11,096
+2,044
85
$1.03M 0.32%
18,057
86
$1.02M 0.32%
8,125
-42
87
$1.01M 0.32%
16,165
-1
88
$990K 0.31%
12,268
+495
89
$979K 0.31%
27,769
+2,562
90
$975K 0.31%
18,661
-1,100
91
$968K 0.3%
6,683
92
$927K 0.29%
17,537
+8
93
$908K 0.29%
2,248
+181
94
$905K 0.28%
34,100
-32,398
95
$895K 0.28%
35,422
+2,432
96
$892K 0.28%
12,664
-773
97
$886K 0.28%
4,977
+244
98
$856K 0.27%
16,711
+1,532
99
$822K 0.26%
41,948
+4,432
100
$814K 0.26%
18,005
-1,396
2 3
4
5 6