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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.17%
2,274
+77
127
$363K 0.17%
50,009
+3,087
128
$363K 0.17%
3,194
129
$359K 0.17%
9,424
+798
130
$357K 0.17%
4,946
+131
131
$355K 0.17%
1,885
+26
132
$354K 0.16%
+1,632
133
$350K 0.16%
2,416
-6
134
$346K 0.16%
10,526
+418
135
$340K 0.16%
1,900
+1
136
$338K 0.16%
4,237
+202
137
$335K 0.16%
869
+1
138
$332K 0.15%
+190
139
$329K 0.15%
1,007
-22
140
$325K 0.15%
12,839
+1,064
141
$322K 0.15%
2,552
142
$305K 0.14%
4,814
+408
143
$304K 0.14%
6,609
+320
144
$304K 0.14%
952
+62
145
$302K 0.14%
20,274
+1,584
146
$300K 0.14%
11,470
147
$296K 0.14%
10,921
-547
148
$293K 0.14%
4,178
-256
149
$293K 0.14%
927
-68
150
$292K 0.14%
3,481
+431
4 5
6
7 8