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
251
$158K 0.01%
2,117
+47
252
$158K 0.01%
4,394
-1,998
253
$157K 0.01%
3,739
-673
254
$157K 0.01%
5,512
255
$156K 0.01%
7,500
+1,500
256
$155K 0.01%
1,585
257
$155K 0.01%
64,034
258
$154K 0.01%
3,063
-694
259
$154K 0.01%
3,740
-116
260
$152K 0.01%
3,234
+7
261
$151K 0.01%
502
+2
262
$150K 0.01%
6,453
263
$149K 0.01%
598
-10
264
$148K 0.01%
1,475
265
$147K 0.01%
+2,373
266
$143K 0.01%
573
-54
267
$140K 0.01%
2,129
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268
$139K 0.01%
2,605
269
$137K 0.01%
1,588
-6
270
$136K 0.01%
1,891
271
$134K 0.01%
2,040
272
$133K 0.01%
728
+177
273
$132K 0.01%
8,390
+2
274
$130K 0.01%
1,939
-380
275
$130K 0.01%
357
9 10
11
12 13