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
$273M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.63M
3
+$2.82M
4
XOM icon
Exxon Mobil
XOM
+$2.52M
5
JPM icon
JPMorgan Chase
JPM
+$2.12M

Top Sells

1
+$397K
2
+$388K
3
+$268K
4
PPL icon
PPL Corp
PPL
+$262K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$260K

Sector Composition

1 Technology 11.37%
2 Financials 8.27%
3 Healthcare 6.58%
4 Consumer Staples 5.45%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.23M 3.02%
18,460
-169
2
$7.87M 2.88%
40,580
+4,488
3
$7.86M 2.88%
261,028
+6,263
4
$7.06M 2.59%
152,842
+4,964
5
$6.26M 2.29%
18,379
-457
6
$5.65M 2.07%
19,962
-344
7
$5.09M 1.86%
97,240
-4,050
8
$4.81M 1.76%
14,117
-145
9
$4.8M 1.76%
32,986
+14,585
10
$4.71M 1.72%
79,805
+1,460
11
$4.59M 1.68%
+17,278
12
$4.31M 1.58%
43,223
-1,718
13
$3.94M 1.44%
29,451
+27,127
14
$3.93M 1.44%
36,684
+23,501
15
$3.73M 1.37%
55,207
-813
16
$3.56M 1.31%
29,070
+985
17
$3.49M 1.28%
57,893
+46,898
18
$3.35M 1.23%
16,295
+282
19
$3.35M 1.23%
47,464
+1,665
20
$3.16M 1.16%
38,976
+1,130
21
$3.03M 1.11%
125,142
+8,670
22
$2.96M 1.09%
21,415
+502
23
$2.8M 1.03%
55,053
-410
24
$2.7M 0.99%
16,327
+8,236
25
$2.67M 0.98%
24,325
+386
1
2 3 4 5