MCA

MSH Capital Advisors Portfolio holdings

AUM $468M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$1.18M
3 +$1.03M
4
IRM icon
Iron Mountain
IRM
+$982K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$919K

Top Sells

1 +$1.38M
2 +$1.34M
3 +$1.2M
4
GPC icon
Genuine Parts
GPC
+$1.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.05M

Sector Composition

1 Technology 9.33%
2 Financials 8.16%
3 Healthcare 7.47%
4 Consumer Staples 4.75%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,200