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
276
$25K ﹤0.01%
555
+14
277
$25K ﹤0.01%
150
+50
278
$25K ﹤0.01%
1,013
279
$25K ﹤0.01%
200
280
$25K ﹤0.01%
200
+150
281
$24K ﹤0.01%
372
+2
282
$24K ﹤0.01%
188
283
$23K ﹤0.01%
300
-149
284
$23K ﹤0.01%
224
+95
285
$23K ﹤0.01%
654
-90
286
$23K ﹤0.01%
+341
287
$23K ﹤0.01%
864
+364
288
$23K ﹤0.01%
+330
289
$23K ﹤0.01%
1,000
290
$22K ﹤0.01%
328
291
$22K ﹤0.01%
800
+400
292
$22K ﹤0.01%
200
293
$21K ﹤0.01%
+150
294
$21K ﹤0.01%
187
295
$21K ﹤0.01%
+345
296
$20K ﹤0.01%
234
297
$20K ﹤0.01%
439
-83
298
$20K ﹤0.01%
554
299
$20K ﹤0.01%
200
300
$20K ﹤0.01%
275
10 11
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