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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.13%
+12,902
152
$291K 0.13%
+18,105
153
$290K 0.13%
+24,708
154
$284K 0.13%
+2,418
155
$282K 0.13%
+4,223
156
$268K 0.12%
+3,250
157
$261K 0.12%
+3,600
158
$244K 0.11%
+7,550
159
$243K 0.11%
+6,059
160
$241K 0.11%
+1,084
161
$239K 0.11%
+6,113
162
$237K 0.11%
+1,935
163
$236K 0.11%
+2,199
164
$232K 0.1%
+11,946
165
$225K 0.1%
+5,190
166
$218K 0.1%
+4,173
167
$217K 0.1%
+1,303
168
$214K 0.1%
+4,293
169
$211K 0.09%
+1,010
170
$210K 0.09%
+10,830
171
$209K 0.09%
+5,750
172
$207K 0.09%
+1,130
173
$205K 0.09%
+3,029
174
$150K 0.07%
+10,025
175
$134K 0.06%
+23,073
4 5 6
7
8