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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.26%
2,528
+852
102
$547K 0.25%
12,935
+1,666
103
$529K 0.25%
5,206
-493
104
$527K 0.25%
16,938
-1,516
105
$516K 0.24%
20,000
106
$507K 0.24%
9,325
-480
107
$497K 0.23%
9,923
-18,648
108
$479K 0.22%
9,169
+500
109
$475K 0.22%
1,106
+33
110
$475K 0.22%
11,377
+446
111
$468K 0.22%
6,541
+456
112
$455K 0.21%
4,160
+20
113
$439K 0.2%
4,623
+1,460
114
$438K 0.2%
17,743
+978
115
$435K 0.2%
4,610
116
$426K 0.2%
1,726
-59
117
$423K 0.2%
2,993
-125
118
$418K 0.19%
6,564
119
$414K 0.19%
21,768
120
$400K 0.19%
+5,140
121
$397K 0.18%
12,664
-579
122
$395K 0.18%
18,619
+648
123
$389K 0.18%
27,356
+2,462
124
$382K 0.18%
6,917
-40
125
$375K 0.17%
3,085
+277
3 4
5
6 7