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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.14%
3,189
+813
152
$275K 0.13%
1,002
+5
153
$275K 0.13%
17,466
-4,296
154
$267K 0.12%
3,250
155
$266K 0.12%
4,574
156
$265K 0.12%
17,470
+3,880
157
$264K 0.12%
11,115
158
$262K 0.12%
3,200
159
$260K 0.12%
2,895
+202
160
$258K 0.12%
+7,682
161
$256K 0.12%
5,258
+357
162
$255K 0.12%
+1,776
163
$251K 0.12%
40,015
164
$248K 0.12%
1,931
-42
165
$247K 0.11%
13,739
166
$246K 0.11%
2,088
+160
167
$242K 0.11%
1,773
-88
168
$241K 0.11%
4,720
-434
169
$239K 0.11%
+5,394
170
$237K 0.11%
23,130
171
$235K 0.11%
3,029
172
$232K 0.11%
15,156
+1,824
173
$230K 0.11%
7,323
+240
174
$227K 0.11%
8,190
175
$223K 0.1%
18,105
5 6
7
8 9