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
$223M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$8.05M
2 +$7.77M
3 +$7.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 7.98%
3 Financials 6.21%
4 Consumer Staples 4.98%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.05M 3.61%
+45,351
2
$7.77M 3.48%
+16,290
3
$7.52M 3.37%
+147,260
4
$5.9M 2.64%
+18,382
5
$5.62M 2.52%
+76,957
6
$5.26M 2.35%
+92,855
7
$4.95M 2.21%
+14,706
8
$4.69M 2.1%
+62,899
9
$4.64M 2.08%
+144,976
10
$4.61M 2.07%
+53,929
11
$4.34M 1.94%
+37,912
12
$3.67M 1.64%
+14,421
13
$3.33M 1.49%
+11,148
14
$3.22M 1.44%
+38,467
15
$3.11M 1.39%
+20,681
16
$2.95M 1.32%
+50,032
17
$2.93M 1.31%
+49,002
18
$2.69M 1.2%
+15,025
19
$2.68M 1.2%
+11,574
20
$2.6M 1.16%
+9,229
21
$2.57M 1.15%
+9,947
22
$2.51M 1.12%
+16,207
23
$2.43M 1.09%
+16,517
24
$2.42M 1.08%
+15,271
25
$2.39M 1.07%
+19,492