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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 7.98%
3 Financials 6.21%
4 Consumer Staples 4.98%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.17%
+2,821
127
$374K 0.17%
+4,415
128
$373K 0.17%
+12,405
129
$370K 0.17%
+2,808
130
$363K 0.16%
+1,757
131
$362K 0.16%
+15,350
132
$357K 0.16%
+994
133
$355K 0.16%
+1,471
134
$353K 0.16%
+2,440
135
$351K 0.16%
+6,307
136
$350K 0.16%
+11,900
137
$344K 0.15%
+828
138
$340K 0.15%
+4,202
139
$335K 0.15%
+40,015
140
$334K 0.15%
+4,028
141
$330K 0.15%
+768
142
$324K 0.15%
+5,532
143
$323K 0.14%
+10,495
144
$316K 0.14%
+5,295
145
$315K 0.14%
+1,291
146
$308K 0.14%
+14,739
147
$307K 0.14%
+8,565
148
$306K 0.14%
+11,472
149
$297K 0.13%
+8,205
150
$295K 0.13%
+5,731
4 5
6
7 8