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CoreCap Advisors’s MidCap Financial Investment MFIC Stock Holding History

CoreCap Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36K Sell
333
-1,132
-77% -$12.4K ﹤0.01% 2393
2026
Q1 		$16.5K Hold
1,465
– – ﹤0.01% 1754
2025
Q4 		$16.8K Buy
1,465
+333
+29% +$3.95K ﹤0.01% 1750
2025
Q3 		$13.6K Hold
1,132
– – ﹤0.01% 1810
2025
Q2 		$14.3K Hold
1,132
– – ﹤0.01% 1728
2025
Q1 		$14.6K Sell
1,132
-13,013
-92% -$177K ﹤0.01% 1669
2024
Q4 		$191K Sell
14,145
-954
-6% -$13K 0.01% 721
2024
Q3 		$202K Buy
15,099
+14,766
+4,434% +$209K 0.01% 689
2024
Q2 		$5.04K Hold
333
– – ﹤0.01% 1171
2024
Q1 		$5.01K Buy
+333
New +$4.72K ﹤0.01% 1922
2022
Q4 		$3.8K Buy
+333
New +$3.83K ﹤0.01% 1819
2022
Q3 		– Sell
-333
Closed -$4K – 1456
2022
Q2 		$4K Buy
+333
New +$4.07K ﹤0.01% 1725
2022
Q1 		– Sell
-333
Closed -$4K – 1451
2021
Q4 		$4K Buy
+333
New +$4.37K ﹤0.01% 1808

Other funds holding MFIC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM