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
201
$258K 0.08%
18,105
202
$254K 0.08%
4,000
-50
203
$246K 0.08%
4,809
-1
204
$245K 0.08%
1,155
-12
205
$242K 0.07%
5,000
206
$240K 0.07%
12,659
-735
207
$240K 0.07%
538
+1
208
$240K 0.07%
9,469
-1,152
209
$237K 0.07%
2,883
210
$237K 0.07%
+4,225
211
$235K 0.07%
7,432
-99
212
$231K 0.07%
2,240
213
$228K 0.07%
+9,941
214
$221K 0.07%
7,550
215
$220K 0.07%
4,540
216
$219K 0.07%
861
217
$217K 0.07%
8,391
218
$216K 0.07%
3,385
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219
$214K 0.07%
+2,282
220
$213K 0.07%
+7,262
221
$207K 0.06%
5,267
-151
222
$206K 0.06%
844
-3
223
$205K 0.06%
12,358
224
$205K 0.06%
+2,255
225
$205K 0.06%
23,505
6 7 8
9
10