MCA

MSH Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.46M
3
+$1.09M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$874K

Top Sells

1
+$1.26M
2
+$1.19M
3
+$1.16M
4
JPM icon
JPMorgan Chase
JPM
+$902K
5
RHI icon
Robert Half
RHI
+$892K

Sector Composition

1 Financials 9.67%
2 Technology 7.83%
3 Consumer Staples 4.2%
4 Energy 3.47%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$487K 0.15%
9,778
+2,978
152
$486K 0.15%
17,147
+1,690
153
$485K 0.15%
3,084
+4
154
$484K 0.15%
925
-17
155
$468K 0.14%
4,746
-229
156
$451K 0.14%
5,526
157
$446K 0.14%
3,189
+153
158
$445K 0.14%
1,619
-262
159
$445K 0.14%
6,198
+410
160
$443K 0.14%
2,556
-271
161
$439K 0.14%
3,990
-33
162
$439K 0.14%
1,216
-108
163
$431K 0.13%
7,823
+1,800
164
$427K 0.13%
3,456
+101
165
$418K 0.13%
2,371
+246
166
$415K 0.13%
4,770
167
$412K 0.13%
5,797
-60
168
$399K 0.12%
2,385
+2
169
$396K 0.12%
9,722
-520
170
$394K 0.12%
2,805
+609
171
$394K 0.12%
10,808
-644
172
$379K 0.12%
14,417
+1,927
173
$374K 0.12%
4,149
174
$370K 0.11%
3,505
+1,378
175
$368K 0.11%
2,137
-232
5 6
7
8 9