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
$242M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.34M
3
+$1.04M
4
FIS icon
Fidelity National Information Services
FIS
+$1M
5
PYPL icon
PayPal
PYPL
+$981K

Top Sells

1
+$1.12M
2
+$587K
3
+$551K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$509K
5
MBB icon
iShares MBS ETF
MBB
+$236K

Sector Composition

1 Technology 10.72%
2 Healthcare 7.74%
3 Financials 7.01%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.13%
40,015
152
$308K 0.13%
4,406
+183
153
$308K 0.13%
+3,050
154
$305K 0.13%
3,911
-117
155
$302K 0.12%
+11,775
156
$302K 0.12%
+2,376
157
$300K 0.12%
11,115
+620
158
$300K 0.12%
6,047
+316
159
$298K 0.12%
997
+169
160
$286K 0.12%
3,250
161
$284K 0.12%
5,154
-141
162
$279K 0.12%
8,190
-15
163
$278K 0.11%
+7,546
164
$276K 0.11%
3,200
-400
165
$273K 0.11%
3,029
166
$272K 0.11%
4,901
+728
167
$271K 0.11%
7,083
+970
168
$270K 0.11%
+1,973
169
$269K 0.11%
+2,693
170
$261K 0.11%
13,739
-1,000
171
$260K 0.11%
18,105
172
$252K 0.1%
+5,194
173
$249K 0.1%
+127
174
$248K 0.1%
1,316
+25
175
$247K 0.1%
1,272
+262
5 6
7
8 9