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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 7.98%
3 Financials 6.21%
4 Consumer Staples 4.98%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$531K 0.24%
+6,223
102
$516K 0.23%
+9,369
103
$516K 0.23%
+3,230
104
$511K 0.23%
+1,850
105
$499K 0.22%
+1,405
106
$498K 0.22%
+10,500
107
$464K 0.21%
+1,013
108
$464K 0.21%
+6,053
109
$463K 0.21%
+17,971
110
$459K 0.21%
+2,116
111
$458K 0.21%
+23,772
112
$457K 0.2%
+2,673
113
$450K 0.2%
+7,787
114
$449K 0.2%
+2,597
115
$448K 0.2%
+20,493
116
$444K 0.2%
+3,194
117
$433K 0.19%
+1,616
118
$412K 0.18%
+821
119
$410K 0.18%
+4,712
120
$406K 0.18%
+41,754
121
$402K 0.18%
+10,288
122
$387K 0.17%
+9,816
123
$381K 0.17%
+4,938
124
$381K 0.17%
+11,470
125
$379K 0.17%
+6,275
3 4
5
6 7