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
$203M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$453K
3
+$285K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$255K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$254K

Top Sells

1
+$375K
2
+$357K
3
+$334K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$268K
5
NVDA icon
NVIDIA
NVDA
+$265K

Sector Composition

1 Technology 10.38%
2 Healthcare 8.34%
3 Financials 7.32%
4 Consumer Staples 4.78%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.17%
870
+1
127
$335K 0.17%
6,693
-224
128
$331K 0.16%
50,359
+350
129
$320K 0.16%
1,951
+51
130
$319K 0.16%
10,087
-439
131
$313K 0.15%
4,685
-261
132
$312K 0.15%
2,175
-241
133
$312K 0.15%
12,664
134
$309K 0.15%
2,274
135
$308K 0.15%
9,237
-187
136
$307K 0.15%
998
-9
137
$302K 0.15%
21,768
138
$301K 0.15%
183
-7
139
$299K 0.15%
4,531
+353
140
$296K 0.15%
2,897
+2
141
$296K 0.15%
2,217
-335
142
$296K 0.15%
1,632
143
$295K 0.15%
3,519
+330
144
$294K 0.14%
970
+18
145
$293K 0.14%
11,470
146
$288K 0.14%
6,848
+1,454
147
$287K 0.14%
20,361
+87
148
$286K 0.14%
4,131
-106
149
$285K 0.14%
+12,505
150
$279K 0.14%
4,574
4 5
6
7 8