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
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.01M
3 +$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1 +$1.43M
2 +$685K
3 +$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.3M 3.11%
44,172
+4,088
2
$8.7M 2.91%
256,490
-291
3
$7.67M 2.56%
14,024
-1,252
4
$7.33M 2.45%
148,360
+996
5
$7.32M 2.45%
57,591
+4,220
6
$7.11M 2.37%
15,897
+10
7
$6.13M 2.05%
30,309
+93
8
$6.05M 2.02%
16,165
+95
9
$5.56M 1.86%
13,678
+158
10
$5.25M 1.75%
85,101
+888
11
$5.24M 1.75%
202,197
+24,717
12
$5.02M 1.68%
198,960
+23,652
13
$4.96M 1.66%
53,651
+7,931
14
$4.75M 1.59%
81,087
+2,640
15
$4.51M 1.51%
42,248
+1,729
16
$4.38M 1.46%
14,682
-231
17
$4.17M 1.39%
36,234
-8
18
$4.09M 1.37%
56,302
+829
19
$3.98M 1.33%
33,579
+3,992
20
$3.77M 1.26%
59,224
+28
21
$3.73M 1.25%
38,814
+4,179
22
$3.21M 1.07%
4,072
+76
23
$3.03M 1.01%
13,188
+70
24
$2.97M 0.99%
72,130
+9,889
25
$2.97M 0.99%
88,579
+13,861