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
$234M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$489K
3
+$426K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$379K

Top Sells

1
+$1.04M
2
+$548K
3
+$494K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$485K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$273K

Sector Composition

1 Technology 9.81%
2 Financials 7.5%
3 Healthcare 6.8%
4 Consumer Staples 4.63%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.18%
2,176
+482
127
$423K 0.18%
18,960
+1,217
128
$422K 0.18%
4,060
-220
129
$422K 0.18%
3,195
130
$421K 0.18%
4,494
+1,461
131
$411K 0.18%
2,521
+85
132
$403K 0.17%
20,284
+2,190
133
$398K 0.17%
997
+25
134
$397K 0.17%
6,586
+42
135
$395K 0.17%
12,470
136
$389K 0.17%
4,647
+25
137
$381K 0.16%
10,796
+2,325
138
$380K 0.16%
2,217
139
$379K 0.16%
+3,055
140
$376K 0.16%
3,964
+1,031
141
$375K 0.16%
842
+1
142
$369K 0.16%
1,512
-2,022
143
$367K 0.16%
952
-50
144
$359K 0.15%
987
+1
145
$355K 0.15%
5,691
+874
146
$355K 0.15%
9,188
-319
147
$346K 0.15%
4,632
148
$339K 0.14%
2,893
+722
149
$333K 0.14%
11,200
+3,654
150
$332K 0.14%
3,276
+126
4 5
6
7 8