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
$298M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$9.11M
3
+$4.57M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.28M

Top Sells

1
+$13.8M
2
+$11.5M
3
+$8.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.36M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.72M

Sector Composition

1 Energy 2.52%
2 Consumer Staples 2.49%
3 Financials 2.1%
4 Healthcare 1.53%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K 0.01%
123
+1
277
$15K 0.01%
+532
278
$15K 0.01%
346
279
$15K 0.01%
423
+173
280
$15K 0.01%
243
281
$15K 0.01%
372
+222
282
$14K ﹤0.01%
267
283
$14K ﹤0.01%
+263
284
$14K ﹤0.01%
166
285
$14K ﹤0.01%
335
+2
286
$14K ﹤0.01%
321
287
$14K ﹤0.01%
+219
288
$14K ﹤0.01%
300
289
$14K ﹤0.01%
367
290
$14K ﹤0.01%
162
291
$14K ﹤0.01%
1,000
292
$13K ﹤0.01%
250
293
$13K ﹤0.01%
374
+4
294
$13K ﹤0.01%
100
295
$13K ﹤0.01%
122
+1
296
$13K ﹤0.01%
184
297
$13K ﹤0.01%
258
298
$13K ﹤0.01%
500
299
$13K ﹤0.01%
+386
300
$13K ﹤0.01%
153
10 11
12
13 14