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
$242M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.34M
3
+$1.04M
4
FIS icon
Fidelity National Information Services
FIS
+$1M
5
PYPL icon
PayPal
PYPL
+$981K

Top Sells

1
+$1.12M
2
+$587K
3
+$551K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$509K
5
MBB icon
iShares MBS ETF
MBB
+$236K

Sector Composition

1 Technology 10.72%
2 Healthcare 7.74%
3 Financials 7.01%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.24%
3,261
+588
102
$578K 0.24%
4,140
+1,700
103
$571K 0.24%
10,931
+431
104
$567K 0.23%
7,840
+634
105
$542K 0.22%
6,957
+120
106
$534K 0.22%
9,805
+436
107
$524K 0.22%
1,829
-21
108
$523K 0.22%
7,880
+93
109
$521K 0.21%
6,347
+294
110
$519K 0.21%
11,269
+981
111
$507K 0.21%
6,564
+341
112
$505K 0.21%
4,610
-254
113
$502K 0.21%
13,243
+341
114
$489K 0.2%
2,197
+103
115
$476K 0.2%
+8,669
116
$474K 0.2%
1,073
-332
117
$466K 0.19%
21,768
+1,275
118
$465K 0.19%
+1,676
119
$465K 0.19%
+6,085
120
$441K 0.18%
1,785
+169
121
$429K 0.18%
1,029
+16
122
$428K 0.18%
24,894
+1,122
123
$423K 0.17%
1,899
+142
124
$423K 0.17%
1,859
+388
125
$422K 0.17%
17,971
3 4
5
6 7