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
176
$330K 0.11%
1,797
+110
177
$326K 0.11%
731
-109
178
$323K 0.11%
15,037
179
$315K 0.11%
3,459
-263
180
$314K 0.1%
7,631
-674
181
$312K 0.1%
1,604
-7,349
182
$303K 0.1%
999
-235
183
$303K 0.1%
963
-189
184
$302K 0.1%
+9,599
185
$295K 0.1%
+3,054
186
$294K 0.1%
+1,494
187
$290K 0.1%
1,143
-190
188
$288K 0.1%
+6,924
189
$287K 0.1%
4,550
-222
190
$286K 0.1%
26,939
+895
191
$282K 0.09%
41,500
192
$275K 0.09%
624
-104
193
$266K 0.09%
3,150
194
$265K 0.09%
321
+9
195
$260K 0.09%
7,964
+1,679
196
$258K 0.09%
861
-129
197
$253K 0.08%
3,605
198
$252K 0.08%
5,270
199
$247K 0.08%
+1,640
200
$247K 0.08%
1,033
-223
6 7
8
9 10