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
$1.29B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.95M
3
+$2.24M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M

Top Sells

1
+$12.3M
2
+$2.43M
3
+$2.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.89M

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Healthcare 1.55%
4 Industrials 1.38%
5 Consumer Discretionary 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.02%
5,082
+43
227
$203K 0.02%
8,000
228
$202K 0.02%
4,023
+215
229
$201K 0.02%
5,111
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230
$198K 0.02%
284
231
$197K 0.02%
310
232
$196K 0.02%
5,505
233
$196K 0.02%
3,282
234
$195K 0.02%
1,311
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235
$192K 0.01%
541
+61
236
$191K 0.01%
24,376
237
$188K 0.01%
824
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238
$184K 0.01%
2,308
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239
$183K 0.01%
2,334
240
$183K 0.01%
2,284
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241
$182K 0.01%
2,008
242
$181K 0.01%
+450,000
243
$178K 0.01%
1,044
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244
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245
$171K 0.01%
4,396
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246
$171K 0.01%
3,212
247
$165K 0.01%
550
248
$164K 0.01%
643
-117
249
$164K 0.01%
2,120
+280
250
$162K 0.01%
2,111
+25
8 9
10
11 12