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
176
$367K 0.11%
7,156
-2,852
177
$364K 0.11%
1,937
-131
178
$359K 0.11%
13,134
+3,252
179
$358K 0.11%
8,555
-325
180
$334K 0.1%
10,894
-76
181
$330K 0.1%
3,328
182
$328K 0.1%
+6,254
183
$322K 0.1%
3,285
+231
184
$315K 0.1%
10,330
-487
185
$310K 0.1%
565
-9
186
$301K 0.09%
+28,478
187
$298K 0.09%
1,905
+8
188
$296K 0.09%
+3,199
189
$295K 0.09%
2,374
-167
190
$290K 0.09%
1,447
+2
191
$289K 0.09%
17,107
+18
192
$284K 0.09%
1,374
+101
193
$280K 0.09%
42,770
+500
194
$277K 0.09%
907
-28
195
$274K 0.08%
4,044
196
$264K 0.08%
1,471
197
$263K 0.08%
2,820
-30
198
$262K 0.08%
4,792
+816
199
$262K 0.08%
26,155
-755
200
$261K 0.08%
836
-27
6 7
8
9 10