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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$380K 0.17%
4,280
+80
127
$377K 0.17%
187
+4
128
$367K 0.17%
972
+2
129
$363K 0.16%
5,032
+501
130
$356K 0.16%
3,671
-395
131
$350K 0.16%
18,094
-525
132
$348K 0.16%
2,217
133
$347K 0.16%
1,694
+62
134
$345K 0.16%
4,632
-53
135
$343K 0.15%
986
+62
136
$342K 0.15%
2,898
+1
137
$328K 0.15%
3,150
-50
138
$327K 0.15%
841
-29
139
$327K 0.15%
6,544
-149
140
$327K 0.15%
48,079
-2,280
141
$325K 0.15%
4,622
+48
142
$324K 0.15%
9,038
+731
143
$320K 0.14%
1,002
+4
144
$317K 0.14%
7,054
+206
145
$317K 0.14%
+4,401
146
$313K 0.14%
+6,825
147
$313K 0.14%
2,220
-780
148
$311K 0.14%
10,200
+113
149
$310K 0.14%
8,824
-520
150
$300K 0.14%
17,743
4 5
6
7 8