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
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.18M
3
+$1.02M
4
IRM icon
Iron Mountain
IRM
+$970K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$920K

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$998K

Sector Composition

1 Technology 9.33%
2 Financials 8.03%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.13%
4,817
+2
152
$295K 0.13%
1,543
-356
153
$294K 0.13%
11,470
154
$292K 0.13%
12,613
+108
155
$290K 0.13%
9,937
-991
156
$286K 0.13%
21,870
+102
157
$285K 0.13%
6,308
-304
158
$282K 0.13%
7,784
+665
159
$281K 0.13%
3,784
+265
160
$280K 0.13%
3,250
161
$274K 0.12%
+8,471
162
$272K 0.12%
+2,933
163
$267K 0.12%
23,130
164
$266K 0.12%
22,411
+1,132
165
$264K 0.12%
544
-471
166
$262K 0.12%
2,171
+83
167
$260K 0.12%
17,292
-3,069
168
$258K 0.12%
818
-147
169
$254K 0.11%
+3,033
170
$253K 0.11%
11,203
+100
171
$253K 0.11%
2,102
-172
172
$253K 0.11%
1,326
-347
173
$252K 0.11%
1,852
-160
174
$248K 0.11%
+4,440
175
$248K 0.11%
43,515
+3,500
5 6
7
8 9