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
$215M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$815K
3
+$801K
4
FIS icon
Fidelity National Information Services
FIS
+$661K
5
BLK icon
Blackrock
BLK
+$582K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$934K
4
COIN icon
Coinbase
COIN
+$387K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$305K

Sector Composition

1 Technology 10.74%
2 Healthcare 8.81%
3 Financials 6.96%
4 Consumer Staples 4.85%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.23M 3.36%
52,887
+1,561
2
$6.53M 3.04%
160,138
+6,878
3
$6.14M 2.85%
224,113
+76,401
4
$6.09M 2.83%
16,063
-235
5
$5.03M 2.34%
22,550
+2,233
6
$4.88M 2.27%
107,890
+5,425
7
$4.63M 2.15%
18,012
+770
8
$4.5M 2.09%
82,508
-982
9
$4.33M 2.01%
46,819
+4,156
10
$3.69M 1.71%
62,624
-1,174
11
$3.42M 1.59%
12,536
+1,279
12
$3.19M 1.48%
26,886
+6,863
13
$3.05M 1.42%
23,533
-819
14
$2.92M 1.36%
16,634
+1,644
15
$2.84M 1.32%
54,253
+626
16
$2.77M 1.29%
45,827
+1,650
17
$2.71M 1.26%
20,547
+1,130
18
$2.66M 1.24%
26,170
-272
19
$2.62M 1.22%
53,354
-2,377
20
$2.53M 1.18%
50,755
+5,340
21
$2.49M 1.16%
49,021
+800
22
$2.4M 1.12%
29,025
-23,924
23
$2.34M 1.09%
30,440
-2,981
24
$2.27M 1.06%
15,163
-112
25
$2.11M 0.98%
10,733
+1,130
1
2 3 4 5