MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+0.47%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$166M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.68%
Holding
318
New
317
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$19.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$19M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$17.3M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$13.5M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$7.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.55% |
| 2 | Financials | 4.08% |
| 3 | Consumer Staples | 4.03% |
| 4 | Healthcare | 2.25% |
| 5 | Industrials | 1.41% |
