MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$866K 0.27%
6,536
102
$849K 0.26%
7,786
+794
103
$814K 0.25%
19,363
-6,757
104
$807K 0.25%
13,557
-4,500
105
$805K 0.25%
2,577
+304
106
$772K 0.24%
22,617
+2,449
107
$767K 0.24%
30,772
108
$731K 0.23%
16,488
+450
109
$718K 0.22%
7,177
+364
110
$688K 0.21%
21,320
+579
111
$685K 0.21%
8,385
-29
112
$684K 0.21%
1,187
-153
113
$684K 0.21%
2,074
114
$684K 0.21%
8,049
-69
115
$672K 0.21%
6,013
116
$672K 0.21%
7,162
+3,728
117
$664K 0.21%
23,485
-784
118
$661K 0.2%
10,700
+1,232
119
$646K 0.2%
9,113
+2,810
120
$644K 0.2%
15,123
-604
121
$641K 0.2%
2,018
+116
122
$634K 0.2%
10,249
-1,771
123
$618K 0.19%
53,633
+1,500
124
$615K 0.19%
8,391
-899
125
$614K 0.19%
23,317
-2,529
3 4
5
6 7