MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.38%
22,667
+4,006
77
$1.2M 0.37%
18,320
-640
78
$1.18M 0.36%
25,603
+7,598
79
$1.15M 0.35%
6,848
+165
80
$1.14M 0.35%
14,931
+40
81
$1.12M 0.35%
1,361
-35
82
$1.09M 0.34%
32,221
-15,757
83
$1.09M 0.34%
22,341
+5,630
84
$1.07M 0.33%
12,965
-636
85
$1.06M 0.33%
22,348
+172
86
$1.02M 0.31%
39,809
-2,534
87
$1.02M 0.31%
6,114
88
$1.01M 0.31%
21,461
-9,811
89
$1.01M 0.31%
16,165
90
$1M 0.31%
28,152
+383
91
$999K 0.31%
29,178
-200
92
$995K 0.31%
12,331
+63
93
$976K 0.3%
17,767
+230
94
$945K 0.29%
16,032
+2,711
95
$938K 0.29%
11,177
+81
96
$916K 0.28%
3,180
+251
97
$903K 0.28%
38,984
+15,818
98
$902K 0.28%
48,537
+6,589
99
$877K 0.27%
7,973
-152
100
$876K 0.27%
34,585
+485
2 3
4
5 6