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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$516K 0.19%
17,971
+5
127
$496K 0.18%
6,676
+540
128
$496K 0.18%
2,207
+31
129
$490K 0.18%
5,810
+2
130
$489K 0.18%
1,244
+257
131
$474K 0.17%
6,320
132
$472K 0.17%
4,410
133
$458K 0.17%
20,007
+775
134
$455K 0.17%
5,076
+429
135
$454K 0.17%
+9,242
136
$446K 0.16%
3,220
+25
137
$446K 0.16%
2,217
138
$443K 0.16%
4,748
+784
139
$442K 0.16%
3,658
-402
140
$431K 0.16%
+2,078
141
$424K 0.16%
5,711
+1,079
142
$423K 0.15%
6,057
+1,628
143
$420K 0.15%
1,526
+14
144
$419K 0.15%
947
-5
145
$416K 0.15%
6,587
+1
146
$412K 0.15%
3,052
-3
147
$411K 0.15%
8,924
-727
148
$410K 0.15%
4,410
+676
149
$403K 0.15%
20,784
+500
150
$396K 0.15%
4,570
+990
4 5
6
7 8