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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$713K 0.24%
2,139
-30
102
$696K 0.23%
8,883
+52
103
$690K 0.23%
36,103
-905
104
$683K 0.23%
1,355
+10
105
$675K 0.23%
+6,013
106
$672K 0.22%
5,108
-300
107
$670K 0.22%
9,280
+4
108
$667K 0.22%
26,414
+11,864
109
$664K 0.22%
4,043
-1,177
110
$657K 0.22%
6,546
-25
111
$651K 0.22%
2,076
-233
112
$648K 0.22%
+25,838
113
$615K 0.21%
19,499
+2,047
114
$609K 0.2%
1,769
-17
115
$607K 0.2%
1,299
+19
116
$598K 0.2%
5,032
+2
117
$594K 0.2%
6,740
+400
118
$592K 0.2%
2,755
+173
119
$585K 0.2%
16,451
+1,155
120
$585K 0.2%
14,701
+270
121
$580K 0.19%
1,878
+1
122
$570K 0.19%
5,025
+300
123
$569K 0.19%
2,233
-29
124
$547K 0.18%
27,810
+399
125
$541K 0.18%
9,383
-184
3 4
5
6 7