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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$739K 0.27%
17,480
+860
102
$717K 0.26%
16,223
+57
103
$710K 0.26%
24,919
+430
104
$702K 0.26%
9,652
-474
105
$691K 0.25%
5,981
+384
106
$674K 0.25%
1,402
+262
107
$673K 0.25%
+6,866
108
$648K 0.24%
15,481
-78
109
$643K 0.24%
9,483
+570
110
$627K 0.23%
8,916
+262
111
$619K 0.23%
40,898
-5,390
112
$616K 0.23%
4,638
+1,259
113
$614K 0.22%
19,255
+909
114
$595K 0.22%
7,327
+835
115
$595K 0.22%
6,078
+3,843
116
$579K 0.21%
3,249
+315
117
$574K 0.21%
1,999
-153
118
$557K 0.2%
9,002
-205
119
$554K 0.2%
205
120
$551K 0.2%
14,827
+706
121
$544K 0.2%
9,009
122
$540K 0.2%
+2,912
123
$539K 0.2%
1,735
+893
124
$526K 0.19%
2,137
+201
125
$519K 0.19%
11,452
+36
3 4
5
6 7