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
176
$300K 0.11%
12,791
+102
177
$296K 0.11%
3,106
-170
178
$295K 0.11%
8,284
-300
179
$290K 0.11%
5,916
-872
180
$282K 0.1%
43,515
181
$277K 0.1%
2,827
-274
182
$273K 0.1%
16,237
+159
183
$262K 0.1%
+2,618
184
$262K 0.1%
569
+1
185
$260K 0.1%
+5,230
186
$256K 0.09%
+545
187
$256K 0.09%
1,046
+196
188
$255K 0.09%
1,297
189
$251K 0.09%
3,150
190
$250K 0.09%
+7,477
191
$239K 0.09%
+2,685
192
$237K 0.09%
6,724
+110
193
$235K 0.09%
4,695
+40
194
$234K 0.09%
5,484
-10
195
$231K 0.08%
+2,095
196
$230K 0.08%
+1,324
197
$225K 0.08%
18,105
198
$222K 0.08%
2,746
+54
199
$222K 0.08%
+5,270
200
$213K 0.08%
+4,245
5 6 7
8
9