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
$203M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$453K
3
+$285K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$255K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$254K

Top Sells

1
+$375K
2
+$357K
3
+$334K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$268K
5
NVDA icon
NVIDIA
NVDA
+$265K

Sector Composition

1 Technology 10.38%
2 Healthcare 8.34%
3 Financials 7.32%
4 Consumer Staples 4.78%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.25%
10,294
+371
102
$507K 0.25%
8,258
103
$506K 0.25%
20,000
104
$498K 0.25%
36,425
+9,069
105
$497K 0.24%
2,798
-98
106
$496K 0.24%
9,309
+151
107
$494K 0.24%
+4,818
108
$472K 0.23%
12,716
-219
109
$456K 0.22%
9,169
110
$454K 0.22%
11,232
-145
111
$453K 0.22%
+9,418
112
$416K 0.2%
4,635
+12
113
$406K 0.2%
4,510
-100
114
$405K 0.2%
6,430
-134
115
$404K 0.2%
4,200
+40
116
$399K 0.2%
1,728
+2
117
$392K 0.19%
1,015
-91
118
$392K 0.19%
4,066
-1,140
119
$386K 0.19%
5,190
+50
120
$382K 0.19%
18,619
121
$356K 0.18%
3,000
+7
122
$341K 0.17%
1,899
+14
123
$340K 0.17%
2,519
+743
124
$340K 0.17%
3,195
+1
125
$338K 0.17%
17,743
3 4
5
6 7