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
1
$10.1M 3.12%
74,311
+5,981
2
$8.4M 2.6%
37,815
-5,235
3
$8.02M 2.48%
157,825
+12,426
4
$7.4M 2.29%
13,162
-105
5
$7.31M 2.26%
261,329
+21,732
6
$7.27M 2.25%
158,083
-2,240
7
$7.16M 2.21%
13,438
-32
8
$6.64M 2.05%
265,271
+34,903
9
$6.53M 2.02%
26,627
-3,678
10
$5.97M 1.85%
15,897
-249
11
$5.29M 1.64%
57,026
+1,523
12
$5.22M 1.62%
40,495
+2,925
13
$5.1M 1.58%
14,606
-138
14
$4.73M 1.46%
81,126
+1,674
15
$4.71M 1.46%
46,137
+2,859
16
$4.62M 1.43%
12,471
-41
17
$4.62M 1.43%
61,034
+2,497
18
$4.53M 1.4%
43,311
-1,318
19
$4.28M 1.32%
59,697
+145
20
$4.2M 1.3%
63,878
+8,073
21
$4.14M 1.28%
65,177
+1,114
22
$4.11M 1.27%
34,544
-64
23
$3.84M 1.19%
4,059
-15
24
$3.39M 1.05%
17,770
+1,127
25
$3.23M 1%
13,203
-65
1
2 3 4 5