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MCA
MSH Capital Advisors Portfolio holdings
AUM
$472M
1-Year Est. Return
16.23%
This Fund
S&P 500
This Quarter
Est. Return
+8.02%
1 Year Est. Return
+16.23%
3 Year Est. Return
+52.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$218M
Cap. Flow
% of AUM
97.68%
Top 10 Holdings %
Top 10 Hldgs %
26.43%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.56M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.51M |
| 3 |
Apple
AAPL
|
+$7.17M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$5.75M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$5.71M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.89% |
| 2 | Healthcare | 7.98% |
| 3 | Financials | 6.38% |
| 4 | Consumer Staples | 4.98% |
| 5 | Communication Services | 4.33% |
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MSH Capital Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for MSH Capital Advisors, which disclosed 179 positions worth $223M. Its ten largest holdings account for 26% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 147,260 shares worth $7.52M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Healthcare and Financials.
- MSH Capital Advisors's largest Q4 2021 buy was Vanguard FTSE Developed Markets ETF: 147,260 shares worth $7.52M.
- MSH Capital Advisors's ten largest holdings make up 26% of its $223M portfolio in Q4 2021.
- MSH Capital Advisors disclosed 179 positions in Q4 2021, its first 13F filing on record.
Based on MSH Capital Advisors's 13F filing for Q4 2021, filed 13 Feb 2025.