MA

MCF Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.6M
3
+$17M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$8.63M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.99M
5
AAPL icon
Apple
AAPL
+$2.66M

Sector Composition

1 Financials 2.83%
2 Healthcare 1.54%
3 Technology 1.33%
4 Energy 0.96%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
886
227
$43K 0.01%
321
-42
228
$42K 0.01%
400
229
$42K 0.01%
778
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230
$42K 0.01%
413
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231
$42K 0.01%
568
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232
$41K 0.01%
444
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233
$41K 0.01%
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234
$40K 0.01%
600
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235
$40K 0.01%
416
236
$39K 0.01%
2,357
237
$39K 0.01%
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238
$39K 0.01%
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239
$37K 0.01%
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240
$37K 0.01%
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241
$37K 0.01%
421
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242
$36K 0.01%
500
243
$36K 0.01%
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153
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248
$34K 0.01%
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249
$33K 0.01%
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250
$33K 0.01%
300
8 9
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