MCA

MSH Capital Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.35M
3
+$999K
4
NVO
Novo Nordisk
NVO
+$903K
5
BDYN
iShares Dynamic Equity Active ETF
BDYN
+$822K

Top Sells

1
+$3.08M
2
+$1.18M
3
+$1.17M
4
PYPL icon
PayPal
PYPL
+$859K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$834K

Sector Composition

1 Financials 9.18%
2 Technology 8.04%
3 Healthcare 3.51%
4 Consumer Staples 3.28%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$458K 0.12%
3,368
-50
177
$438K 0.12%
12,894
+2,000
178
$431K 0.12%
1,432
+1
179
$422K 0.11%
5,384
180
$421K 0.11%
+12,335
181
$418K 0.11%
3,530
182
$417K 0.11%
11,857
+5,092
183
$407K 0.11%
13,234
+4,281
184
$398K 0.11%
1,954
+9
185
$389K 0.1%
9,101
-2,137
186
$377K 0.1%
3,112
-208
187
$373K 0.1%
+3,700
188
$364K 0.1%
15,731
+1,505
189
$362K 0.1%
8,034
+223
190
$361K 0.1%
+7,038
191
$348K 0.09%
1,832
192
$344K 0.09%
1,816
-905
193
$338K 0.09%
12,395
+3,068
194
$333K 0.09%
2,983
+482
195
$331K 0.09%
9,560
+1,049
196
$316K 0.08%
39,606
197
$306K 0.08%
4,556
-12,192
198
$303K 0.08%
533
+7
199
$300K 0.08%
3,418
+3
200
$297K 0.08%
594
6 7
8
9 10