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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$419K 0.14%
3,659
-290
152
$418K 0.14%
2,111
153
$415K 0.14%
4,540
154
$413K 0.14%
5,738
-4,859
155
$408K 0.14%
3,080
156
$408K 0.14%
3,934
-378
157
$408K 0.14%
14,070
+200
158
$406K 0.14%
32,345
-704
159
$392K 0.13%
+4,043
160
$389K 0.13%
10,000
161
$389K 0.13%
3,144
+10
162
$387K 0.13%
2,235
-17
163
$384K 0.13%
11,369
+4
164
$375K 0.13%
31,942
+8,900
165
$368K 0.12%
26,434
+289
166
$367K 0.12%
1,718
-171
167
$366K 0.12%
2,512
-32
168
$357K 0.12%
2,048
+8
169
$355K 0.12%
11,470
170
$346K 0.12%
1,531
-67
171
$343K 0.11%
5,781
+11
172
$339K 0.11%
4,784
+2
173
$339K 0.11%
+13,210
174
$335K 0.11%
+14,712
175
$332K 0.11%
6,101
-2,498
5 6
7
8 9