MCA
MSH Capital Advisors Portfolio holdings
AUM
$347M
This Quarter Return
+8.02%
1 Year Return
+16.28%
3 Year Return
+51.91%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.43%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.05M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.77M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.52M |
| 4 |
Vanguard Growth ETF
VUG
|
$5.9M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$5.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.89% |
| 2 | Healthcare | 7.98% |
| 3 | Financials | 6.21% |
| 4 | Consumer Staples | 4.98% |
| 5 | Communication Services | 4.33% |
