Top 6 Members Capital Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | iShares | 29.26% | 480.0K | $25.5M | +0.00%(+0) | $53.64(-1.19%) | 2025-09-30 | |
| JAAA | Janus Henderson | 29.09% | 498.2K | $25.3M | +0.00%(+0) | $50.22(+0.85%) | 2025-09-30 | |
| JPST | JPMorgan | 28.87% | 495.0K | $25.1M | +0.00%(+0) | $50.40(+0.58%) | 2025-09-30 | |
| HYG | iShares | 4.85% | 52.0K | $4.2M | +0.00%(+0) | $86.99(-7.20%) | 2025-09-30 | |
| ESGU | iShares | 4.11% | 24.6K | $3.6M | +372.28%(+19.38K) | $131.66(+12.22%) | 2025-09-30 | |
| HDV | iShares | 3.81% | 27.1K | $3.3M | new | $121.01(+0.19%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.59% | +35.26% |
| Top 20 Holdings Unweighted | +11.37% | +38.15% |
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