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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 $347,086,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 79,205 $10,750,553 3.1%
2.
Vanguard Tax-Managed Fds
 170,610 $9,726,474 2.8%
3.
Schwab Strategic Trust
 FNDF 291,723 $8,521,241 2.46%
4.
Ishares Trust
 IEF 13,127 $8,150,545 2.35%
5.
Microsoft Corp
 MSFT 15,732 $7,825,257 2.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)