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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$623K 0.28%
18,822
+1,467
102
$619K 0.28%
8,654
+217
103
$604K 0.27%
1,139
+35
104
$596K 0.27%
16,313
105
$585K 0.26%
20,000
106
$551K 0.25%
2,652
-146
107
$548K 0.25%
47,108
-4,765
108
$547K 0.25%
4,655
+20
109
$513K 0.23%
9,009
-160
110
$508K 0.23%
11,113
-119
111
$508K 0.23%
2,994
-609
112
$496K 0.22%
1,881
+153
113
$491K 0.22%
12,470
-194
114
$490K 0.22%
9,319
+10
115
$485K 0.22%
9,677
-617
116
$482K 0.22%
12,319
-397
117
$467K 0.21%
1,951
118
$463K 0.21%
3,046
+527
119
$445K 0.2%
19,578
+8,989
120
$445K 0.2%
4,410
-100
121
$437K 0.2%
2,436
+261
122
$432K 0.2%
6,320
-110
123
$409K 0.18%
3,195
124
$405K 0.18%
5,293
+103
125
$387K 0.17%
9,507
+270
3 4
5
6 7