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
251
$32K 0.01%
2,559
-2,476
252
$32K 0.01%
1,521
253
$32K 0.01%
1,045
+380
254
$32K 0.01%
+325
255
$31K 0.01%
+450
256
$31K 0.01%
271
257
$31K 0.01%
390
258
$31K 0.01%
+428
259
$31K 0.01%
+152
260
$30K 0.01%
25
261
$29K 0.01%
+1,656
262
$29K 0.01%
655
263
$29K 0.01%
+155
264
$29K 0.01%
516
265
$29K 0.01%
+1,004
266
$29K 0.01%
425
267
$28K ﹤0.01%
453
+4
268
$27K ﹤0.01%
+1,125
269
$27K ﹤0.01%
420
270
$26K ﹤0.01%
286
-297
271
$26K ﹤0.01%
786
272
$26K ﹤0.01%
750
273
$26K ﹤0.01%
1,341
+671
274
$26K ﹤0.01%
512
-119
275
$26K ﹤0.01%
1,125
9 10
11
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