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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$395K 0.14%
4,144
-350
152
$390K 0.14%
3,439
+546
153
$388K 0.14%
10,000
-10,000
154
$386K 0.14%
843
+1
155
$384K 0.14%
10,796
156
$383K 0.14%
+1,240
157
$377K 0.14%
6,023
+332
158
$372K 0.14%
11,271
-1,199
159
$366K 0.13%
+914
160
$351K 0.13%
723
-274
161
$349K 0.13%
3,369
+244
162
$342K 0.13%
3,509
-1,563
163
$341K 0.13%
1,549
+156
164
$340K 0.12%
26,761
+4,167
165
$330K 0.12%
3,171
+204
166
$329K 0.12%
9,453
+6,045
167
$327K 0.12%
9,090
+27
168
$319K 0.12%
10,318
+281
169
$317K 0.12%
19,935
+975
170
$315K 0.12%
11,470
171
$311K 0.11%
11,784
+4,033
172
$307K 0.11%
48,079
173
$305K 0.11%
+1,388
174
$303K 0.11%
5,812
-108
175
$302K 0.11%
8,505
-683
5 6
7
8 9