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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$527K 0.18%
1,035
-155
127
$526K 0.18%
+3,079
128
$523K 0.17%
2,354
+74
129
$516K 0.17%
13,223
+396
130
$515K 0.17%
31,746
+1,765
131
$515K 0.17%
1,924
-334
132
$504K 0.17%
11,139
+2,965
133
$498K 0.17%
11,385
134
$498K 0.17%
5,011
135
$497K 0.17%
11,957
-3,356
136
$475K 0.16%
+9,286
137
$471K 0.16%
1,291
+2
138
$470K 0.16%
+10,008
139
$470K 0.16%
3,327
140
$460K 0.15%
7,253
+504
141
$457K 0.15%
13,031
+7,046
142
$454K 0.15%
9,977
-297
143
$448K 0.15%
16,543
+477
144
$447K 0.15%
2,114
+49
145
$444K 0.15%
2,760
-10
146
$442K 0.15%
5,776
-25
147
$432K 0.14%
109
+2
148
$426K 0.14%
9,030
149
$426K 0.14%
5,775
+158
150
$419K 0.14%
+4,093
4 5
6
7 8