MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.19%
1,299
-135
127
$594K 0.18%
1,620
-35
128
$592K 0.18%
6,598
+120
129
$587K 0.18%
4,815
+1
130
$585K 0.18%
14,028
-340
131
$577K 0.18%
9,612
+12
132
$572K 0.18%
5,446
+501
133
$568K 0.18%
18,499
+110
134
$566K 0.18%
4,725
135
$566K 0.17%
22,352
-13,070
136
$546K 0.17%
8,947
-497
137
$545K 0.17%
2,823
-91
138
$541K 0.17%
13,619
+396
139
$532K 0.16%
2,140
140
$528K 0.16%
6,340
141
$527K 0.16%
17,017
+91
142
$527K 0.16%
15,588
-955
143
$526K 0.16%
3,086
-50
144
$525K 0.16%
1,931
145
$518K 0.16%
5,238
-1,140
146
$515K 0.16%
11,385
147
$502K 0.16%
109
148
$502K 0.16%
26,358
+945
149
$502K 0.16%
21,912
150
$500K 0.15%
1,929
-319
4 5
6
7 8