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Home > Institutional Investor > Msh Capital Advisors Llc > Profile

Instuitional Investor - Msh Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Msh Capital Advisors Llc
Portfolio Value $373,115,328
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 215,562 $12,916,493 3.46%
2.
Spdr Series Trust
 81,104 $11,358,680 3.04%
3.
Schwab Strategic Trust
 FNDF 307,080 $9,798,921 2.63%
4.
Apple Inc.
 AAPL 37,982 $9,671,347 2.59%
5.
Ishares Trust
 IEF 12,966 $8,678,453 2.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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